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 16-1450952 | Recordkeeping | $21,659 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,399 | $60,261-13.0% | $81,783-35.9% | $74,546-29.7% |
| Participation rate | 39.1% | 62.9%-23.8pp | 72.4%-33.3pp | 67.2%-28.1pp |
| Annual return | -1.78% | 16.88%-18.7pp | 775.05%-776.8pp | 1366.03%-1367.8pp |
| Employer contribution / active EE | $414 | $2,622-84.2% | $2,913-85.8% | $2,624-84.2% |
| Participant deferral / active EE | $1,930 | $3,388-43.0% | $4,320-55.3% | $4,347-55.6% |
| Admin fee / account holder | $223 | $1,482-84.9% | $7,380-97.0% | $1,944-88.5% |