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 01-0233346 | Recordkeeping | $80 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,713 | $65,703-73.0% | $94,224-81.2% | $59,632-70.3% |
| Participation rate | 45.8% | 72.1%-26.3pp | 78.8%-32.9pp | 68.7%-22.8pp |
| Annual return | -4.84% | 5.22%-10.1pp | 10.68%-15.5pp | 2041.28%-2046.1pp |
| Employer contribution / active EE | $678 | $2,021-66.5% | $3,587-81.1% | $2,203-69.2% |
| Participant deferral / active EE | $1,527 | $3,143-51.4% | $4,320-64.7% | $3,192-52.2% |
| Admin fee / account holder | $6 | $4,264-99.9% | $6,269-99.9% | $4,297-99.9% |