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 | $1,874 |
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 | $35,784 | $50,106-28.6% | $70,014-48.9% | $57,658-37.9% |
| Participation rate | 33.7% | 70.9%-37.2pp | 71.8%-38.1pp | 70.2%-36.5pp |
| Annual return | 7.00% | 14.58%-7.6pp | 12.99%-6.0pp | 5.13%+1.9pp |
| Employer contribution / active EE | $154 | $1,739-91.2% | $2,338-93.4% | $1,974-92.2% |
| Participant deferral / active EE | $1,159 | $2,486-53.4% | $2,931-60.5% | $3,061-62.1% |
| Admin fee / account holder | $142 | $89+59.0% | $4,380-96.8% | $95+50.1% |