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 | $33,445 |
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 | $18,928 | $42,810-55.8% | $169,463-88.8% | $55,725-66.0% |
| Participation rate | 52.2% | 64.7%-12.5pp | 77.8%-25.6pp | 70.9%-18.7pp |
| Annual return | 13.24% | -3.61%+16.9pp | 1.83%+11.4pp | 244.93%-231.7pp |
| Employer contribution / active EE | $0 | $1,402-100.0% | $4,159-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,243 | $3,141-60.4% | $5,277-76.4% | $3,356-62.9% |
| Admin fee / account holder | $0 | $106-100.0% | $9,109-100.0% | $115-100.0% |