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 15 · EIN 62-1291257 | Recordkeeping | $34,236 |
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 | $27,136 | $41,078-33.9% | $80,569-66.3% | $71,457-62.0% |
| Participation rate | 59.3% | 50.2%+9.1pp | 67.0%-7.7pp | 67.9%-8.6pp |
| Annual return | 15.01% | 38.45%-23.4pp | 935.43%-920.4pp | 28.85%-13.8pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,500 | $2,699-7.4% | $4,447-43.8% | $4,289-41.7% |
| Admin fee / account holder | $283 | $1,840-84.6% | $5,377-94.7% | $1,587-82.2% |