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 04-2647786 | Recordkeeping Fees | $662 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,255 | $88,480-63.5% | $96,683-66.6% | $80,160-59.8% |
| Participation rate | 47.6% | 79.9%-32.3pp | 74.3%-26.8pp | 72.9%-25.4pp |
| Annual return | 37.90% | 22.53%+15.4pp | 35.69%+2.2pp | 40.38%-2.5pp |
| Employer contribution / active EE | $473 | $4,176-88.7% | $3,737-87.3% | $2,978-84.1% |
| Participant deferral / active EE | $3,114 | $3,959-21.3% | $4,878-36.2% | $5,017-37.9% |
| Admin fee / account holder | $205 | $212-3.3% | $6,730-97.0% | $145+41.3% |