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 16-1450952 | Recordkeeping | $22,218 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,705 | $49,451+18.7% | $79,550-26.2% | $66,914-12.3% |
| Participation rate | 52.4% | 61.3%-9.0pp | 69.5%-17.1pp | 69.8%-17.4pp |
| Annual return | -11.24% | 84.25%-95.5pp | 0.16%-11.4pp | 1.58%-12.8pp |
| Employer contribution / active EE | $981 | $1,266-22.5% | $2,413-59.3% | $2,544-61.4% |
| Participant deferral / active EE | $2,934 | $3,159-7.1% | $3,985-26.4% | $4,237-30.7% |
| Admin fee / account holder | $153 | $595-74.2% | $6,832-97.8% | $593-74.2% |