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 8-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 84-0467907 | Recordkeeping | $1,005 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Service code 49 · EIN 36-3429599 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $69,654 | $104,475-33.3% | $159,436-56.3% | $79,386-12.3% |
| Participation rate | 66.9% | 76.6%-9.7pp | 82.8%-15.9pp | 70.7%-3.8pp |
| Annual return | 17.92% | 67.95%-50.0pp | 263.57%-245.6pp | 116.85%-98.9pp |
| Employer contribution / active EE | $2,375 | $3,417-30.5% | $4,829-50.8% | $2,427-2.2% |
| Participant deferral / active EE | $5,581 | $6,467-13.7% | $7,352-24.1% | $4,046+38.0% |
| Admin fee / account holder | $90 | $711-87.3% | $10,799-99.2% | $626-85.6% |