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 | $625 |
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 | $23,843 | $58,879-59.5% | $178,490-86.6% | $73,488-67.6% |
| Participation rate | 63.3% | 66.2%-2.9pp | 81.9%-18.6pp | 70.7%-7.4pp |
| Annual return | 17.91% | 24.86%-7.0pp | 151.07%-133.2pp | 28.51%-10.6pp |
| Employer contribution / active EE | $1,695 | $2,236-24.2% | $5,011-66.2% | $2,270-25.3% |
| Participant deferral / active EE | $2,954 | $2,567+15.1% | $5,202-43.2% | $3,740-21.0% |
| Admin fee / account holder | $14 | $400-96.5% | $13,984-99.9% | $513-97.3% |