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 | $8,856 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $9,877 | $46,072-78.6% | $70,014-85.9% | $55,167-82.1% |
| Participation rate | 23.4% | 67.5%-44.1pp | 71.8%-48.4pp | 69.0%-45.6pp |
| Annual return | 5.43% | 8.68%-3.2pp | 12.99%-7.6pp | 169.23%-163.8pp |
| Employer contribution / active EE | $431 | $1,500-71.3% | $2,338-81.6% | $1,963-78.0% |
| Participant deferral / active EE | $636 | $2,344-72.9% | $2,931-78.3% | $3,054-79.2% |
| Admin fee / account holder | $40 | $428-90.7% | $4,380-99.1% | $504-92.1% |