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 6-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 84-1455663 | Recordkeeping | $65,455 |
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $87,026 | $52,293+66.4% | $178,490-51.2% | $73,409+18.5% |
| Participation rate | 67.5% | 65.3%+2.2pp | 81.9%-14.4pp | 72.2%-4.6pp |
| Annual return | 11.63% | 34.75%-23.1pp | 151.07%-139.4pp | 59.29%-47.7pp |
| Employer contribution / active EE | $103 | $1,735-94.1% | $5,011-97.9% | $2,234-95.4% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $77 | $127-39.9% | $13,984-99.5% | $158-51.5% |