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 35-0145825 | Recordkeeping | $23,481 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $8,549 |
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 | $83,453 | $57,541+45.0% | $95,745-12.8% | $75,163+11.0% |
| Participation rate | 56.8% | 62.5%-5.7pp | 72.3%-15.5pp | 67.2%-10.4pp |
| Annual return | 19.85% | 34.93%-15.1pp | 28.35%-8.5pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,063 | $1,808+14.1% | $2,835-27.2% | $2,670-22.7% |
| Participant deferral / active EE | $3,490 | $3,074+13.5% | $4,245-17.8% | $4,125-15.4% |
| Admin fee / account holder | $82 | $4,099-98.0% | $5,678-98.6% | $5,651-98.5% |