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 12 · EIN 48-1205033 | Recordkeeping and information managem... | $1,693 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $18,960 | $65,557-71.1% | $105,738-82.1% | $56,287-66.3% |
| Participation rate | 25.0% | 63.4%-38.4pp | 76.3%-51.3pp | 69.9%-44.9pp |
| Annual return | -6.89% | -1.32%-5.6pp | 6.27%-13.2pp | -9.96%+3.1pp |
| Employer contribution / active EE | $0 | $1,788-100.0% | $3,268-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $286 | $2,418-88.2% | $4,080-93.0% | $3,350-91.5% |
| Admin fee / account holder | $38 | $561-93.1% | $6,913-99.4% | $521-92.6% |