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 13-3689044 | Recordkeeping | $47,960 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $23,853 |
Service code 15 · EIN 01-0472857 | Recordkeeping | $4,985 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,018 | $52,293-34.9% | $178,490-80.9% | $73,409-53.7% |
| Participation rate | 18.7% | 65.3%-46.7pp | 81.9%-63.2pp | 72.2%-53.5pp |
| Annual return | 13.46% | 34.75%-21.3pp | 151.07%-137.6pp | 59.29%-45.8pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $620 | $2,332-73.4% | $5,202-88.1% | $3,805-83.7% |
| Admin fee / account holder | $266 | $127+108.9% | $13,984-98.1% | $158+68.5% |