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 01-0233346 | Recordkeeping | $3,358 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $6,770 | $21,965-69.2% | $59,496-88.6% | $59,188-88.6% |
| Participation rate | 47.8% | 32.6%+15.2pp | 54.6%-6.8pp | 69.4%-21.6pp |
| Annual return | -1.54% | 22.15%-23.7pp | 182.05%-183.6pp | 5.51%-7.1pp |
| Employer contribution / active EE | $0 | $316-100.0% | $1,153-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $531 | $732-27.5% | $1,829-71.0% | $3,265-83.7% |
| Admin fee / account holder | $55 | $74-26.3% | $2,232-97.5% | $92-40.6% |