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 | $3,950 |
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 | $27,338 | $65,435-58.2% | $86,677-68.5% | $66,914-59.1% |
| Participation rate | 54.0% | 75.5%-21.4pp | 76.6%-22.5pp | 69.8%-15.8pp |
| Annual return | -13.42% | -10.89%-2.5pp | 35.91%-49.3pp | 1.58%-15.0pp |
| Employer contribution / active EE | $809 | $2,153-62.4% | $2,836-71.5% | $2,544-68.2% |
| Participant deferral / active EE | $3,309 | $4,100-19.3% | $4,656-28.9% | $4,237-21.9% |
| Admin fee / account holder | $60 | $642-90.6% | $7,493-99.2% | $593-89.9% |