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 14-0696635 | Recordkeeping | $9,542 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $21,120 | $58,264-63.8% | $86,612-75.6% | $71,457-70.4% |
| Participation rate | 64.5% | 65.0%-0.5pp | 71.7%-7.2pp | 67.9%-3.4pp |
| Annual return | 18.61% | 21.63%-3.0pp | 591.07%-572.5pp | 28.85%-10.2pp |
| Employer contribution / active EE | $810 | $2,574-68.5% | $3,022-73.2% | $2,588-68.7% |
| Participant deferral / active EE | $766 | $3,436-77.7% | $4,438-82.7% | $4,289-82.1% |
| Admin fee / account holder | $51 | $1,057-95.2% | $5,614-99.1% | $1,587-96.8% |