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 | $3,410 |
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 | $31,533 | $46,360-32.0% | $147,614-78.6% | $52,331-39.7% |
| Participation rate | 4.5% | 64.9%-60.5pp | 84.6%-80.1pp | 68.1%-63.6pp |
| Annual return | -1.17% | 1.62%-2.8pp | 61.98%-63.1pp | 4.54%-5.7pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $804 | $2,258-64.4% | $4,895-83.6% | $3,022-73.4% |
| Admin fee / account holder | $3 | $766-99.6% | $11,611-100.0% | $592-99.5% |