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 35-0145825 | Recordkeeping | $25,102 |
INDEPENDENT FINCL GRP2 years Service code 26 · EIN 03-0491379 | Advisory (Participants) | $18,935 |
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 | $25,105 | $52,293-52.0% | $178,490-85.9% | $73,409-65.8% |
| Participation rate | 52.5% | 65.3%-12.9pp | 81.9%-29.5pp | 72.2%-19.7pp |
| Annual return | 20.04% | 34.75%-14.7pp | 151.07%-131.0pp | 59.29%-39.3pp |
| Employer contribution / active EE | $482 | $1,735-72.2% | $5,011-90.4% | $2,234-78.4% |
| Participant deferral / active EE | $1,284 | $2,332-45.0% | $5,202-75.3% | $3,805-66.3% |
| Admin fee / account holder | $107 | $127-16.0% | $13,984-99.2% | $158-32.3% |