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 48-1205033 | Recordkeeping | $7,096 |
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 | $67,831 | $64,286+5.5% | $90,951-25.4% | $73,409-7.6% |
| Participation rate | 32.6% | 63.6%-31.0pp | 69.0%-36.5pp | 72.2%-39.6pp |
| Annual return | 17.64% | 21.45%-3.8pp | 134.60%-117.0pp | 59.29%-41.6pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,329 | $2,453-45.8% | $3,373-60.6% | $3,805-65.1% |
| Admin fee / account holder | $88 | $287-69.4% | $5,959-98.5% | $158-44.4% |