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 | $9,276 |
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 | $37,234 | $54,237-31.3% | $90,281-58.8% | $67,579-44.9% |
| Participation rate | 49.3% | 68.6%-19.3pp | 73.3%-24.0pp | 71.3%-22.0pp |
| Annual return | 21.21% | 37.27%-16.1pp | 78.10%-56.9pp | 378.56%-357.3pp |
| Employer contribution / active EE | $712 | $1,846-61.4% | $2,854-75.0% | $2,148-66.8% |
| Participant deferral / active EE | $1,043 | $2,625-60.2% | $3,885-73.1% | $3,539-70.5% |
| Admin fee / account holder | $33 | $123-73.2% | $5,351-99.4% | $142-76.7% |