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 | $18,200 |
Service code 27 · EIN 04-2541452 | Advisory (Plan) | $9,901 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $30,978 | $47,126-34.3% | $149,673-79.3% | $74,419-58.4% |
| Participation rate | 66.7% | 63.4%+3.3pp | 78.8%-12.1pp | 70.7%-4.1pp |
| Annual return | 13.43% | 22.75%-9.3pp | 134.42%-121.0pp | 34.38%-21.0pp |
| Employer contribution / active EE | $3,012 | $1,905+58.1% | $4,818-37.5% | $2,637+14.2% |
| Participant deferral / active EE | $1,698 | $2,728-37.8% | $5,680-70.1% | $4,528-62.5% |
| Admin fee / account holder | $97 | $343-71.7% | $13,210-99.3% | $348-72.1% |