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 64 · EIN 04-2647786 | Recordkeeping Fees | $1,760 |
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 | $38,361 | $44,960-14.7% | $84,966-54.9% | $74,495-48.5% |
| Participation rate | 46.4% | 49.4%-3.0pp | 67.5%-21.1pp | 67.2%-20.8pp |
| Annual return | 12.25% | 26.24%-14.0pp | 66.38%-54.1pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $1,092 | $1,457-25.0% | $2,727-60.0% | $2,623-58.4% |
| Participant deferral / active EE | $2,874 | $2,731+5.3% | $4,519-36.4% | $4,346-33.9% |
| Admin fee / account holder | $168 | $2,209-92.4% | $6,149-97.3% | $1,942-91.4% |