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 | $46,464+23.2% | $150,298-61.9% | $79,634-28.1% |
| Participation rate | 22.2% | 57.0%-34.7pp | 77.8%-55.5pp | 62.5%-40.3pp |
| Annual return | 14.28% | 27.89%-13.6pp | 62.79%-48.5pp | 36.46%-22.2pp |
| Employer contribution / active EE | $107 | $1,512-92.9% | $4,154-97.4% | $2,529-95.8% |
| Participant deferral / active EE | $885 | $2,157-59.0% | $5,453-83.8% | $3,835-76.9% |
| Admin fee / account holder | $2 | $891-99.8% | $14,116-100.0% | $1,002-99.8% |