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 01-0233346 | Recordkeeping | $180 |
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 | $54,436 | $63,442-14.2% | $68,791-20.9% | $66,914-18.6% |
| Participation rate | 19.0% | 60.0%-41.0pp | 69.0%-50.0pp | 69.8%-50.8pp |
| Annual return | -17.26% | -8.29%-9.0pp | -6.38%-10.9pp | 1.58%-18.8pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,655-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,588 | $2,945-46.1% | $3,941-59.7% | $4,237-62.5% |
| Admin fee / account holder | $8 | $577-98.7% | $4,932-99.8% | $593-98.7% |