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 06-1050034 | Recordkeeping | $700 |
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 | $81,152 | $39,458+105.7% | $60,547+34.0% | $55,191+47.0% |
| Participation rate | 57.7% | 59.6%-1.9pp | 68.0%-10.3pp | 69.2%-11.5pp |
| Annual return | -1.20% | 3.35%-4.5pp | 335.64%-336.8pp | 10.78%-12.0pp |
| Employer contribution / active EE | $1,580 | $1,210+30.6% | $2,419-34.7% | $1,899-16.8% |
| Participant deferral / active EE | $2,407 | $2,140+12.4% | $3,328-27.7% | $3,046-21.0% |
| Admin fee / account holder | -$58 | $95-160.5% | $4,536-101.3% | $91-163.4% |