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 13-3689044 | Recordkeeping | $143,147 |
Service code 22 · EIN 52-1473914 | Insurance Broker | $66,213 |
Service code 15 · EIN 16-1316349 | Recordkeeping | $8,915 |
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 | $29,692 | $47,126-37.0% | $149,673-80.2% | $74,419-60.1% |
| Participation rate | 45.2% | 63.4%-18.2pp | 78.8%-33.6pp | 70.7%-25.5pp |
| Annual return | 18.77% | 22.75%-4.0pp | 134.42%-115.6pp | 34.38%-15.6pp |
| Employer contribution / active EE | $1,276 | $1,905-33.0% | $4,818-73.5% | $2,637-51.6% |
| Participant deferral / active EE | $2,019 | $2,728-26.0% | $5,680-64.5% | $4,528-55.4% |
| Admin fee / account holder | $236 | $343-31.1% | $13,210-98.2% | $348-32.1% |