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 | $8,570 |
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 | $108,164 | $72,607+49.0% | $90,749+19.2% | $66,914+61.6% |
| Participation rate | 56.0% | 73.7%-17.7pp | 75.7%-19.7pp | 69.8%-13.8pp |
| Annual return | -17.54% | -12.28%-5.3pp | -12.16%-5.4pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,658 | $2,369-30.0% | $2,921-43.2% | $2,544-34.8% |
| Participant deferral / active EE | $3,717 | $3,977-6.5% | $4,564-18.6% | $4,237-12.3% |
| Admin fee / account holder | $248 | $707-65.0% | $8,445-97.1% | $593-58.2% |