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 | $24 |
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 | $18,411 | $46,732-60.6% | $156,549-88.2% | $55,167-66.6% |
| Participation rate | 19.4% | 65.8%-46.4pp | 84.0%-64.6pp | 69.0%-49.6pp |
| Annual return | 7.78% | 17.72%-9.9pp | 32.23%-24.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $678 | $2,105-67.8% | $5,501-87.7% | $1,963-65.5% |
| Participant deferral / active EE | $1,086 | $2,204-50.7% | $4,871-77.7% | $3,054-64.4% |
| Admin fee / account holder | $193 | $418-53.9% | $13,027-98.5% | $504-61.7% |