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 | $3,469 |
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 | $46,785 | $65,061-28.1% | $143,757-67.5% | $66,914-30.1% |
| Participation rate | 42.6% | 65.2%-22.6pp | 80.3%-37.7pp | 69.8%-27.2pp |
| Annual return | -11.99% | -11.14%-0.9pp | -0.04%-12.0pp | 1.58%-13.6pp |
| Employer contribution / active EE | $1,199 | $2,361-49.2% | $4,951-75.8% | $2,544-52.9% |
| Participant deferral / active EE | $1,246 | $2,919-57.3% | $5,637-77.9% | $4,237-70.6% |
| Admin fee / account holder | $36 | $502-92.8% | $14,673-99.8% | $593-93.9% |