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 | $88 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,167 | $136,307-80.8% | $177,821-85.3% | $73,488-64.4% |
| Participation rate | 59.6% | 86.1%-26.5pp | 87.7%-28.2pp | 70.7%-11.1pp |
| Annual return | 21.23% | 18.68%+2.5pp | 48.32%-27.1pp | 28.51%-7.3pp |
| Employer contribution / active EE | $646 | $3,712-82.6% | $5,918-89.1% | $2,270-71.5% |
| Participant deferral / active EE | $4,702 | $5,829-19.3% | $7,714-39.1% | $3,740+25.7% |
| Admin fee / account holder | $77 | $596-87.1% | $12,427-99.4% | $513-85.0% |