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 | $182,158 |
Service code 22 · EIN 52-1473914 | Insurance Broker | $81,777 |
Service code 15 · EIN 16-1316349 | Recordkeeping | $12,225 |
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 | $32,884 | $53,136-38.1% | $155,509-78.9% | $199,593-83.5% |
| Participation rate | 45.6% | 64.1%-18.5pp | 78.2%-32.6pp | 72.0%-26.4pp |
| Annual return | 14.08% | 41.15%-27.1pp | 64.67%-50.6pp | 34.25%-20.2pp |
| Employer contribution / active EE | $1,447 | $1,851-21.8% | $4,672-69.0% | $3,034-52.3% |
| Participant deferral / active EE | $2,233 | $3,161-29.4% | $5,626-60.3% | $5,087-56.1% |
| Admin fee / account holder | $290 | $185+56.5% | $15,912-98.2% | $269+7.9% |