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 | $250 |
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 | $121,569 | $76,670+58.6% | $96,683+25.7% | $71,457+70.1% |
| Participation rate | 64.8% | 66.6%-1.8pp | 74.3%-9.6pp | 67.9%-3.2pp |
| Annual return | 17.62% | 48.29%-30.7pp | 35.69%-18.1pp | 28.85%-11.2pp |
| Employer contribution / active EE | $4,014 | $3,031+32.4% | $3,737+7.4% | $2,588+55.1% |
| Participant deferral / active EE | $5,766 | $3,771+52.9% | $4,878+18.2% | $4,289+34.5% |
| Admin fee / account holder | $1 | $2,028-99.9% | $6,730-100.0% | $1,587-99.9% |