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 |
|---|---|---|
ARMANINO LLP1 year Service code 15 · EIN 94-6214841 | Recordkeeping | $540 |
TRAVIS WOLFF, LLP2 years Service code 15 · EIN 20-8185533 | Recordkeeping | $275 |
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 | $25,208 | $31,388-19.7% | $73,545-65.7% | $62,292-59.5% |
| Participation rate | 20.2% | 39.9%-19.7pp | 54.9%-34.7pp | 69.5%-49.3pp |
| Annual return | 17.78% | 25.34%-7.6pp | -15.16%+32.9pp | 28.90%-11.1pp |
| Employer contribution / active EE | $129 | $498-74.2% | $1,219-89.5% | $2,042-93.7% |
| Participant deferral / active EE | $635 | $1,028-38.3% | $1,806-64.8% | $3,169-80.0% |
| Admin fee / account holder | $26 | $299-91.2% | $2,320-98.9% | $479-94.5% |