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 | $140 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $26,064 | $109,359-76.2% | $162,163-83.9% | $72,985-64.3% |
| Participation rate | 63.8% | 84.3%-20.5pp | 87.6%-23.8pp | 69.5%-5.7pp |
| Annual return | 18.02% | 25.46%-7.4pp | 115.59%-97.6pp | 81.00%-63.0pp |
| Employer contribution / active EE | $468 | $3,907-88.0% | $5,614-91.7% | $2,440-80.8% |
| Participant deferral / active EE | $4,048 | $5,481-26.1% | $7,298-44.5% | $3,607+12.2% |
| Admin fee / account holder | $99 | $7,972-98.8% | $10,843-99.1% | $5,124-98.1% |