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 39-6040276 | Recordkeeping Fees | $3,934 |
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 | $37,033 | $59,417-37.7% | $93,606-60.4% | $74,495-50.3% |
| Participation rate | 51.7% | 59.7%-7.9pp | 68.7%-17.0pp | 67.2%-15.5pp |
| Annual return | 10.20% | 81.83%-71.6pp | 133.20%-123.0pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $740 | $1,264-41.4% | $2,420-69.4% | $2,623-71.8% |
| Participant deferral / active EE | $2,630 | $3,050-13.8% | $4,411-40.4% | $4,346-39.5% |
| Admin fee / account holder | $52 | $3,021-98.3% | $8,285-99.4% | $1,942-97.3% |