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 | $578 |
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 | $19,284 | $31,388-38.6% | $73,545-73.8% | $62,292-69.0% |
| Participation rate | 54.4% | 39.9%+14.6pp | 54.9%-0.5pp | 69.5%-15.1pp |
| Annual return | 14.37% | 25.34%-11.0pp | -15.16%+29.5pp | 28.90%-14.5pp |
| Employer contribution / active EE | $405 | $498-18.6% | $1,219-66.7% | $2,042-80.1% |
| Participant deferral / active EE | $1,119 | $1,028+8.8% | $1,806-38.0% | $3,169-64.7% |
| Admin fee / account holder | $17 | $299-94.4% | $2,320-99.3% | $479-96.5% |