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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,850 |
Service code 26 · EIN 27-3055170 | Advisory (Participants) | $6,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,892 | $47,977-58.5% | $154,107-87.1% | $56,287-64.7% |
| Participation rate | 61.1% | 66.2%-5.1pp | 83.0%-22.0pp | 69.9%-8.8pp |
| Annual return | -5.91% | 3.54%-9.5pp | 735.12%-741.0pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,345 | $2,169-38.0% | $5,298-74.6% | $2,111-36.3% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $70 | $438-84.1% | $13,411-99.5% | $521-86.6% |