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 | $0 |
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 | $51,108 | $40,174+27.2% | $84,015-39.2% | $67,579-24.4% |
| Participation rate | 68.6% | 62.7%+5.9pp | 69.0%-0.5pp | 71.3%-2.7pp |
| Annual return | 19.78% | 25.82%-6.0pp | 71.31%-51.5pp | 378.56%-358.8pp |
| Employer contribution / active EE | $1,186 | $808+46.8% | $1,983-40.2% | $2,148-44.8% |
| Participant deferral / active EE | $2,448 | $2,301+6.4% | $3,239-24.4% | $3,539-30.8% |
| Admin fee / account holder | $195 | $128+52.0% | $6,101-96.8% | $142+37.1% |