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 | $1,381 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,266 | $55,415+5.1% | $155,509-62.5% | $74,495-21.8% |
| Participation rate | 42.8% | 61.9%-19.1pp | 78.2%-35.4pp | 67.2%-24.4pp |
| Annual return | 9.90% | 268.50%-258.6pp | 64.67%-54.8pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $1,265 | $2,267-44.2% | $4,672-72.9% | $2,623-51.8% |
| Participant deferral / active EE | $1,423 | $2,836-49.8% | $5,626-74.7% | $4,346-67.3% |
| Admin fee / account holder | $8 | $1,738-99.6% | $15,912-100.0% | $1,942-99.6% |