See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SEIDEL SCHROEDER3+ years Service code 15 · EIN 74-2052353 | Recordkeeping | $4,908 |
Service code 15 · EIN 13-2656036 | Recordkeeping | $204 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,767 | $78,705-83.8% | $117,854-89.2% | $70,131-81.8% |
| Participation rate | 62.7% | 73.2%-10.5pp | 79.7%-17.0pp | 69.5%-6.9pp |
| Annual return | 14.97% | 23.30%-8.3pp | 335.08%-320.1pp | 73.14%-58.2pp |
| Employer contribution / active EE | $942 | $2,223-57.7% | $3,786-75.1% | $2,342-59.8% |
| Participant deferral / active EE | $1,717 | $3,297-47.9% | $4,482-61.7% | $3,332-48.5% |
| Admin fee / account holder | $14 | $5,065-99.7% | $8,020-99.8% | $4,645-99.7% |