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 64 · EIN 04-2647786 | Recordkeeping Fees | $2,120 |
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 | $73,488 | $64,909+13.2% | $82,313-10.7% | $62,292+18.0% |
| Participation rate | 37.7% | 74.9%-37.1pp | 76.9%-39.2pp | 69.5%-31.8pp |
| Annual return | 20.59% | 21.18%-0.6pp | 25.88%-5.3pp | 28.90%-8.3pp |
| Employer contribution / active EE | $726 | $1,676-56.7% | $2,428-70.1% | $2,042-64.5% |
| Participant deferral / active EE | $1,669 | $3,103-46.2% | $3,706-55.0% | $3,169-47.3% |
| Admin fee / account holder | $39 | $440-91.2% | $5,608-99.3% | $479-92.0% |