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 35-0145825 | Recordkeeping | $7,558 |
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 | $47,628 | $54,368-12.4% | $117,039-59.3% | $62,292-23.5% |
| Participation rate | 59.6% | 64.9%-5.3pp | 77.2%-17.6pp | 69.5%-9.9pp |
| Annual return | 471.43% | 21.77%+449.7pp | 18.95%+452.5pp | 28.90%+442.5pp |
| Employer contribution / active EE | $4,373 | $1,692+158.5% | $3,785+15.5% | $2,042+114.1% |
| Participant deferral / active EE | $6,529 | $2,269+187.8% | $3,929+66.2% | $3,169+106.0% |
| Admin fee / account holder | $15 | $493-97.0% | $5,974-99.7% | $479-96.9% |