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 | $7,845 |
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 | $13,016 | $43,504-70.1% | $68,793-81.1% | $56,287-76.9% |
| Participation rate | 37.1% | 67.8%-30.7pp | 72.2%-35.1pp | 69.9%-32.7pp |
| Annual return | -8.56% | -3.15%-5.4pp | -4.63%-3.9pp | -9.96%+1.4pp |
| Employer contribution / active EE | $644 | $1,525-57.8% | $2,625-75.5% | $2,111-69.5% |
| Participant deferral / active EE | $1,208 | $2,509-51.9% | $3,311-63.5% | $3,350-63.9% |
| Admin fee / account holder | $7 | $515-98.7% | $5,131-99.9% | $521-98.7% |