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 | $2,581 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $67,682 | $67,166+0.8% | $57,343+18.0% | $55,191+22.6% |
| Participation rate | 44.3% | 77.7%-33.4pp | 75.1%-30.8pp | 69.2%-24.8pp |
| Annual return | -1.09% | 4.22%-5.3pp | 24.39%-25.5pp | 10.78%-11.9pp |
| Employer contribution / active EE | $1,405 | $2,812-50.0% | $2,689-47.7% | $1,899-26.0% |
| Participant deferral / active EE | $2,395 | $2,835-15.5% | $3,162-24.3% | $3,046-21.4% |
| Admin fee / account holder | $87 | $44+100.5% | $3,356-97.4% | $91-3.8% |