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 64 · EIN 39-6040276 | Recordkeeping Fees | $6,750 |
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 | $39,352 | $59,186-33.5% | $76,768-48.7% | $56,287-30.1% |
| Participation rate | 67.1% | 75.2%-8.1pp | 77.0%-9.9pp | 69.9%-2.8pp |
| Annual return | -3.88% | 6.62%-10.5pp | 2.43%-6.3pp | -9.96%+6.1pp |
| Employer contribution / active EE | $819 | $1,759-53.4% | $2,485-67.1% | $2,111-61.2% |
| Participant deferral / active EE | $3,276 | $3,255+0.6% | $3,852-15.0% | $3,350-2.2% |
| Admin fee / account holder | $70 | $489-85.6% | $6,675-98.9% | $521-86.5% |