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 | $2,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,898 | $91,372-45.4% | $129,995-61.6% | $74,419-32.9% |
| Participation rate | 43.9% | 77.8%-33.9pp | 78.5%-34.5pp | 70.7%-26.8pp |
| Annual return | 15.46% | 23.21%-7.7pp | -137.18%+152.6pp | 34.38%-18.9pp |
| Employer contribution / active EE | $1,362 | $2,563-46.9% | $4,320-68.5% | $2,637-48.4% |
| Participant deferral / active EE | $2,458 | $4,721-47.9% | $5,820-57.8% | $4,528-45.7% |
| Admin fee / account holder | $193 | $283-31.9% | $10,614-98.2% | $348-44.6% |