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 35-0145825 | Recordkeeping | $11,933 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $27,861 | $65,061-57.2% | $143,757-80.6% | $66,914-58.4% |
| Participation rate | 52.5% | 65.2%-12.7pp | 80.3%-27.8pp | 69.8%-17.3pp |
| Annual return | -14.04% | -11.14%-2.9pp | -0.04%-14.0pp | 1.58%-15.6pp |
| Employer contribution / active EE | $213 | $2,361-91.0% | $4,951-95.7% | $2,544-91.6% |
| Participant deferral / active EE | $1,947 | $2,919-33.3% | $5,637-65.5% | $4,237-54.1% |
| Admin fee / account holder | $5 | $502-99.0% | $14,673-100.0% | $593-99.2% |