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 | $22,748 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $99,622 | $89,652+11.1% | $141,162-29.4% | $65,185+52.8% |
| Participation rate | 49.6% | 74.7%-25.1pp | 82.5%-32.9pp | 70.2%-20.6pp |
| Annual return | 22.31% | 32.79%-10.5pp | 71.39%-49.1pp | 29.38%-7.1pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,213 | $5,691-26.0% | $6,709-37.2% | $3,514+19.9% |
| Admin fee / account holder | $3 | $569-99.5% | $10,261-100.0% | $847-99.7% |