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 | $0 |
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 | $55,445 | $42,396+30.8% | $67,313-17.6% | $56,287-1.5% |
| Participation rate | 53.6% | 61.0%-7.4pp | 69.1%-15.5pp | 69.9%-16.3pp |
| Annual return | -4.37% | -36.63%+32.3pp | -4.08%-0.3pp | -9.96%+5.6pp |
| Employer contribution / active EE | $311 | $1,414-78.0% | $2,566-87.9% | $2,111-85.3% |
| Participant deferral / active EE | $3,112 | $2,360+31.9% | $3,568-12.8% | $3,350-7.1% |
| Admin fee / account holder | $2 | $510-99.6% | $4,507-100.0% | $521-99.6% |