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 65-0608221 | Recordkeeping | $11,312 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $23,116 | $36,767-37.1% | $81,478-71.6% | $62,292-62.9% |
| Participation rate | 61.6% | 54.4%+7.2pp | 68.0%-6.4pp | 69.5%-7.9pp |
| Annual return | 11.93% | 173.80%-161.9pp | 38.78%-26.9pp | 28.90%-17.0pp |
| Employer contribution / active EE | $1,344 | $1,128+19.2% | $2,568-47.6% | $2,042-34.2% |
| Participant deferral / active EE | $2,424 | $2,111+14.8% | $3,537-31.5% | $3,169-23.5% |
| Admin fee / account holder | $300 | $797-62.4% | $4,561-93.4% | $479-37.5% |