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 | $49,057 |
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 | $40,793 | $45,283-9.9% | $155,790-73.8% | $52,331-22.0% |
| Participation rate | 48.9% | 62.2%-13.3pp | 76.1%-27.2pp | 68.1%-19.2pp |
| Annual return | 3.83% | 1.80%+2.0pp | 71.54%-67.7pp | 4.54%-0.7pp |
| Employer contribution / active EE | $1,323 | $1,329-0.4% | $3,836-65.5% | $1,882-29.7% |
| Participant deferral / active EE | $2,670 | $2,854-6.4% | $4,797-44.3% | $3,022-11.6% |
| Admin fee / account holder | $0 | $981-100.0% | $7,478-100.0% | $592-100.0% |