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 9-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 | $2,553 |
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 | $16,859 | $52,293-67.8% | $178,490-90.6% | $73,409-77.0% |
| Participation rate | 44.4% | 65.3%-20.9pp | 81.9%-37.5pp | 72.2%-27.7pp |
| Annual return | 17.14% | 34.75%-17.6pp | 151.07%-133.9pp | 59.29%-42.2pp |
| Employer contribution / active EE | $143 | $1,735-91.8% | $5,011-97.1% | $2,234-93.6% |
| Participant deferral / active EE | $1,452 | $2,332-37.7% | $5,202-72.1% | $3,805-61.8% |
| Admin fee / account holder | $110 | $127-13.5% | $13,984-99.2% | $158-30.2% |