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 35-0145825 | Recordkeeping | $11,881 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $26,199 | $58,879-55.5% | $178,490-85.3% | $73,488-64.3% |
| Participation rate | 40.8% | 66.2%-25.4pp | 81.9%-41.1pp | 70.7%-29.9pp |
| Annual return | 17.37% | 24.86%-7.5pp | 151.07%-133.7pp | 28.51%-11.1pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,614 | $2,567-37.1% | $5,202-69.0% | $3,740-56.8% |
| Admin fee / account holder | $4 | $400-99.0% | $13,984-100.0% | $513-99.2% |