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 fees; Sub-transfer agen... | $1,854 |
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 | $22,872 | $54,045-57.7% | $115,157-80.1% | $65,185-64.9% |
| Participation rate | 14.7% | 63.5%-48.9pp | 75.9%-61.2pp | 70.2%-55.5pp |
| Annual return | 18.44% | 26.55%-8.1pp | 35.60%-17.2pp | 29.38%-10.9pp |
| Employer contribution / active EE | $0 | $1,653-100.0% | $3,179-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $253 | $2,504-89.9% | $4,168-93.9% | $3,514-92.8% |
| Admin fee / account holder | $43 | $626-93.1% | $7,088-99.4% | $847-94.9% |