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 | $1,318 |
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 | $39,068 | $50,637-22.8% | $86,590-54.9% | $62,292-37.3% |
| Participation rate | 59.2% | 67.9%-8.7pp | 73.5%-14.3pp | 69.5%-10.3pp |
| Annual return | 16.87% | 20.80%-3.9pp | 964.84%-948.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $1,189 | $2,075-42.7% | $2,839-58.1% | $2,042-41.8% |
| Participant deferral / active EE | $2,822 | $2,611+8.1% | $3,609-21.8% | $3,169-11.0% |
| Admin fee / account holder | $41 | $413-90.1% | $4,906-99.2% | $479-91.4% |