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 | $17,115 |
COMPENSATION CONSULTANTS, INC.2+ years Service code 15 · EIN 91-0988389 | Recordkeeping | $700 |
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 | $25,312 | $32,425-21.9% | $74,583-66.1% | $55,167-54.1% |
| Participation rate | 36.3% | 54.0%-17.7pp | 68.1%-31.8pp | 69.0%-32.7pp |
| Annual return | 5.57% | 10.63%-5.1pp | 20.47%-14.9pp | 169.23%-163.7pp |
| Employer contribution / active EE | $450 | $1,043-56.9% | $2,525-82.2% | $1,963-77.1% |
| Participant deferral / active EE | $824 | $1,995-58.7% | $3,458-76.2% | $3,054-73.0% |
| Admin fee / account holder | $266 | $748-64.5% | $4,138-93.6% | $504-47.2% |