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 8-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 | $14,914 |
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 | $30,583 | $65,061-53.0% | $143,757-78.7% | $66,914-54.3% |
| Participation rate | 18.6% | 65.2%-46.6pp | 80.3%-61.7pp | 69.8%-51.2pp |
| Annual return | -3.19% | -11.14%+7.9pp | -0.04%-3.2pp | 1.58%-4.8pp |
| Employer contribution / active EE | $540 | $2,361-77.1% | $4,951-89.1% | $2,544-78.8% |
| Participant deferral / active EE | $1,236 | $2,919-57.6% | $5,637-78.1% | $4,237-70.8% |
| Admin fee / account holder | $11 | $502-97.8% | $14,673-99.9% | $593-98.1% |