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 13-3689044 | Recordkeeping | $38,016 |
Service code 22 · EIN 75-1853605 | Insurance Broker | $11,757 |
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 | $47,432 | $51,466-7.8% | $78,778-39.8% | $62,292-23.9% |
| Participation rate | 54.8% | 59.8%-5.0pp | 69.2%-14.4pp | 69.5%-14.7pp |
| Annual return | 13.55% | 19.96%-6.4pp | 35.62%-22.1pp | 28.90%-15.3pp |
| Employer contribution / active EE | $1,271 | $827+53.7% | $1,986-36.0% | $2,042-37.7% |
| Participant deferral / active EE | $2,599 | $2,147+21.0% | $2,958-12.1% | $3,169-18.0% |
| Admin fee / account holder | $235 | $489-52.0% | $5,134-95.4% | $479-51.0% |