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 | $175 |
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 | $47,540 | $85,766-44.6% | $136,294-65.1% | $70,131-32.2% |
| Participation rate | 43.3% | 74.2%-30.8pp | 81.9%-38.6pp | 69.5%-26.2pp |
| Annual return | 15.57% | 31.45%-15.9pp | 5155.94%-5140.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $974 | $2,966-67.1% | $4,695-79.2% | $2,342-58.4% |
| Participant deferral / active EE | $1,745 | $5,051-65.4% | $6,247-72.1% | $3,332-47.6% |
| Admin fee / account holder | $14 | $5,420-99.7% | $9,243-99.9% | $4,645-99.7% |