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 | $720 |
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 | $19,887 | $28,109-29.3% | $71,086-72.0% | $56,287-64.7% |
| Participation rate | 58.2% | 40.4%+17.8pp | 54.7%+3.5pp | 69.9%-11.7pp |
| Annual return | 6.69% | -615.05%+621.7pp | 650.59%-643.9pp | -9.96%+16.6pp |
| Employer contribution / active EE | $493 | $558-11.5% | $1,088-54.7% | $2,111-76.6% |
| Participant deferral / active EE | $1,355 | $1,116+21.4% | $1,874-27.7% | $3,350-59.6% |
| Admin fee / account holder | $16 | $585-97.3% | $3,082-99.5% | $521-97.0% |