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 7-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 | $0 |
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 | $80,298 | $46,423+73.0% | $75,886+5.8% | $67,579+18.8% |
| Participation rate | 47.6% | 63.1%-15.5pp | 69.3%-21.7pp | 71.3%-23.7pp |
| Annual return | 19.12% | 32.29%-13.2pp | 30.76%-11.6pp | 378.56%-359.4pp |
| Employer contribution / active EE | $188 | $1,406-86.7% | $2,500-92.5% | $2,148-91.3% |
| Participant deferral / active EE | $1,877 | $2,564-26.8% | $3,603-47.9% | $3,539-47.0% |
| Admin fee / account holder | $21 | $132-84.3% | $5,418-99.6% | $142-85.4% |