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 | $2,176 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $22,167 | $48,064-53.9% | $78,778-71.9% | $69,631-68.2% |
| Participation rate | 68.8% | 61.6%+7.2pp | 69.2%-0.4pp | 70.7%-1.9pp |
| Annual return | 17.14% | 21.81%-4.7pp | 35.62%-18.5pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,986 | $2,079-4.5% | $2,958-32.9% | $3,224-38.4% |
| Admin fee / account holder | $21 | $152-85.9% | $5,134-99.6% | $110-80.5% |