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 | $8,062 |
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 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 | $21,868 | $42,548-48.6% | $74,550-70.7% | $56,287-61.1% |
| Participation rate | 67.4% | 60.5%+7.0pp | 69.1%-1.7pp | 69.9%-2.4pp |
| Annual return | -4.91% | 12.40%-17.3pp | 32.53%-37.4pp | -9.96%+5.0pp |
| Employer contribution / active EE | $627 | $855-26.7% | $1,961-68.0% | $2,111-70.3% |
| Participant deferral / active EE | $883 | $2,277-61.2% | $3,108-71.6% | $3,350-73.6% |
| Admin fee / account holder | $52 | $467-88.8% | $5,060-99.0% | $521-90.0% |