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 64 · EIN 04-2647786 | Recordkeeping Fees | $32,446 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,048 | $82,202-34.2% | $125,339-56.9% | $64,808-16.6% |
| Participation rate | 66.3% | 77.9%-11.6pp | 82.4%-16.1pp | 71.5%-5.1pp |
| Annual return | -16.79% | 3.48%-20.3pp | 572.05%-588.8pp | 32.82%-49.6pp |
| Employer contribution / active EE | $5,200 | $3,615+43.8% | $4,814+8.0% | $2,506+107.5% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $107 | $163-34.7% | $10,010-98.9% | $188-43.3% |