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 39-6040276 | Recordkeeping Fees | $4,918 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,939 | $50,385-2.9% | $75,670-35.3% | $62,292-21.4% |
| Participation rate | 55.2% | 67.7%-12.5pp | 72.3%-17.1pp | 69.5%-14.3pp |
| Annual return | 11.19% | 19.90%-8.7pp | 27.34%-16.1pp | 28.90%-17.7pp |
| Employer contribution / active EE | $3,330 | $1,537+116.6% | $2,352+41.6% | $2,042+63.1% |
| Participant deferral / active EE | $2,945 | $2,445+20.4% | $3,142-6.3% | $3,169-7.1% |
| Admin fee / account holder | $66 | $384-82.9% | $5,800-98.9% | $479-86.3% |