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 3-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 71-0294708 | Recordkeeping Fees | $100 |
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 | $56,413 | $54,350+3.8% | $82,719-31.8% | $68,494-17.6% |
| Participation rate | 51.4% | 63.9%-12.5pp | 72.6%-21.1pp | 67.9%-16.5pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $391 | $2,218-82.4% | $3,009-87.0% | $2,596-85.0% |
| Participant deferral / active EE | $1,361 | $3,246-58.1% | $4,395-69.0% | $4,027-66.2% |
| Admin fee / account holder | $1 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |