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 64 · EIN 39-6040276 | Recordkeeping Fees | $3,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,382 | $84,936-66.6% | $111,297-74.5% | $79,386-64.2% |
| Participation rate | 68.0% | 75.9%-7.8pp | 77.3%-9.3pp | 70.7%-2.7pp |
| Annual return | 20.41% | 17.45%+3.0pp | 54.65%-34.2pp | 116.85%-96.4pp |
| Employer contribution / active EE | $1,036 | $1,979-47.7% | $2,731-62.1% | $2,427-57.3% |
| Participant deferral / active EE | $4,105 | $3,888+5.6% | $4,487-8.5% | $4,046+1.5% |
| Admin fee / account holder | $58 | $537-89.2% | $7,964-99.3% | $626-90.7% |