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 | $17,030 |
CFO4LIFE2+ years Service code 27 · EIN 20-4413352 | Advisory (Plan) | $10,853 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $27,183 | $60,545-55.1% | $92,233-70.5% | $69,631-61.0% |
| Participation rate | 18.4% | 72.2%-53.8pp | 76.5%-58.1pp | 70.7%-52.3pp |
| Annual return | 37.16% | 19.71%+17.4pp | 176.28%-139.1pp | 27571.02%-27533.9pp |
| Employer contribution / active EE | $0 | $2,633-100.0% | $3,679-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $397 | $2,828-86.0% | $3,897-89.8% | $3,224-87.7% |
| Admin fee / account holder | $272 | $145+87.8% | $5,194-94.8% | $110+146.2% |