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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $226 |
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 | $57,622 | $63,299-9.0% | $91,001-36.7% | $62,292-7.5% |
| Participation rate | 55.6% | 73.3%-17.8pp | 75.6%-20.0pp | 69.5%-14.0pp |
| Annual return | 16.08% | 20.99%-4.9pp | 4.60%+11.5pp | 28.90%-12.8pp |
| Employer contribution / active EE | $870 | $1,807-51.9% | $2,456-64.6% | $2,042-57.4% |
| Participant deferral / active EE | $2,542 | $2,943-13.6% | $3,547-28.4% | $3,169-19.8% |
| Admin fee / account holder | $3 | $468-99.5% | $5,417-100.0% | $479-99.5% |