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 71-0294708 | Recordkeeping | $51,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,892 | $62,544-34.6% | $129,207-68.4% | $199,593-79.5% |
| Participation rate | 28.8% | 56.8%-28.0pp | 69.6%-40.8pp | 72.0%-43.1pp |
| Annual return | 14.48% | 16.95%-2.5pp | 9417.33%-9402.8pp | 34.25%-19.8pp |
| Employer contribution / active EE | $867 | $2,394-63.8% | $4,153-79.1% | $3,034-71.4% |
| Participant deferral / active EE | $2,208 | $3,123-29.3% | $4,168-47.0% | $5,087-56.6% |
| Admin fee / account holder | $118 | $167-29.6% | $7,715-98.5% | $269-56.3% |