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 35-0145825 | Recordkeeping | $2,340 |
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 | $84,497 | $155,795-45.8% | $136,294-38.0% | $69,631+21.3% |
| Participation rate | 67.3% | 75.2%-7.9pp | 81.9%-14.6pp | 70.7%-3.4pp |
| Annual return | 16.41% | 232464.33%-232447.9pp | 5155.94%-5139.5pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $608 | $2,991-79.7% | $4,695-87.1% | $2,032-70.1% |
| Participant deferral / active EE | $2,471 | $5,394-54.2% | $6,247-60.5% | $3,224-23.4% |
| Admin fee / account holder | $5 | $128-96.4% | $9,243-99.9% | $110-95.8% |