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 | $7,810 |
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 | $21,537 | $63,764-66.2% | $81,930-73.7% | $79,858-73.0% |
| Participation rate | 43.2% | 67.5%-24.3pp | 72.0%-28.8pp | 69.6%-26.5pp |
| Annual return | 10.09% | 22.66%-12.6pp | 29.49%-19.4pp | 31.71%-21.6pp |
| Employer contribution / active EE | $355 | $1,795-80.3% | $4,310-91.8% | $2,471-85.7% |
| Participant deferral / active EE | $1,234 | $2,780-55.6% | $7,107-82.6% | $3,740-67.0% |
| Admin fee / account holder | $38 | $4,426-99.1% | $5,158-99.3% | $5,306-99.3% |