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 9-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 01-0233346 | Recordkeeping | $813 |
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 | $42,517 | $77,660-45.3% | $109,143-61.0% | $79,386-46.4% |
| Participation rate | 52.0% | 67.8%-15.8pp | 75.9%-23.8pp | 70.7%-18.7pp |
| Annual return | 13.01% | 23.44%-10.4pp | 25.75%-12.7pp | 116.85%-103.8pp |
| Employer contribution / active EE | $1,502 | $2,797-46.3% | $3,722-59.6% | $2,427-38.1% |
| Participant deferral / active EE | $2,730 | $3,518-22.4% | $4,653-41.3% | $4,046-32.5% |
| Admin fee / account holder | $27 | $732-96.3% | $6,752-99.6% | $626-95.7% |