Filed April 28, 2025 (most recent of 2 filings on file)
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 13-3689044 | Recordkeeping | $33,241 |
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 | $70,988 | $28,109+152.5% | $71,086-0.1% | $56,287+26.1% |
| Participation rate | 52.1% | 40.4%+11.6pp | 54.7%-2.6pp | 69.9%-17.8pp |
| Annual return | -5.40% | -615.05%+609.7pp | 650.59%-656.0pp | -9.96%+4.6pp |
| Employer contribution / active EE | $771 | $558+38.2% | $1,088-29.1% | $2,111-63.5% |
| Participant deferral / active EE | $1,607 | $1,116+44.1% | $1,874-14.2% | $3,350-52.0% |
| Admin fee / account holder | $277 | $585-52.6% | $3,082-91.0% | $521-46.8% |