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 | $205 |
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 | $57,233 | $50,982+12.3% | $154,803-63.0% | $85,563-33.1% |
| Participation rate | 22.2% | 59.8%-37.6pp | 78.1%-55.8pp | 66.0%-43.7pp |
| Annual return | 14.28% | 30.35%-16.1pp | 58.88%-44.6pp | 31.51%-17.2pp |
| Employer contribution / active EE | $107 | $1,708-93.7% | $4,305-97.5% | $2,654-96.0% |
| Participant deferral / active EE | $885 | $2,474-64.2% | $5,540-84.0% | $4,375-79.8% |
| Admin fee / account holder | $2 | $846-99.8% | $14,329-100.0% | $834-99.8% |