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 | $55,094 |
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 | $45,861 | $52,670-12.9% | $90,404-49.3% | $73,409-37.5% |
| Participation rate | 53.4% | 67.7%-14.3pp | 72.7%-19.3pp | 72.2%-18.8pp |
| Annual return | 16.53% | 20.70%-4.2pp | 1293.02%-1276.5pp | 59.29%-42.8pp |
| Employer contribution / active EE | $625 | $1,872-66.6% | $3,262-80.8% | $2,234-72.0% |
| Participant deferral / active EE | $1,412 | $2,807-49.7% | $3,963-64.4% | $3,805-62.9% |
| Admin fee / account holder | $13 | $117-89.0% | $5,611-99.8% | $158-91.9% |