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 04-1590850 | Recordkeeping | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $30,654 | $43,999-30.3% | $79,464-61.4% | $55,725-45.0% |
| Participation rate | 48.1% | 66.9%-18.9pp | 73.3%-25.3pp | 70.9%-22.8pp |
| Annual return | -6.98% | 1.81%-8.8pp | 718.14%-725.1pp | 244.93%-251.9pp |
| Employer contribution / active EE | $687 | $1,830-62.4% | $2,800-75.5% | $2,078-66.9% |
| Participant deferral / active EE | $1,016 | $2,538-60.0% | $3,704-72.6% | $3,356-69.7% |
| Admin fee / account holder | $22 | $118-81.4% | $5,113-99.6% | $115-81.0% |