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 19 · EIN 51-0396365 | Securities Custodian | $62,814 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,317 | $120,057-68.9% | $75,696-50.7% | $93,030-59.9% |
| Participation rate | 43.2% | 77.3%-34.1pp | 74.8%-31.6pp | 73.9%-30.7pp |
| Annual return | 13.02% | 19.62%-6.6pp | 104.53%-91.5pp | 158.70%-145.7pp |
| Employer contribution / active EE | $1,105 | $3,253-66.0% | $2,743-59.7% | $2,706-59.2% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $3,821-100.0% | $4,562-100.0% |
| Admin fee / account holder | $69 | $81-15.2% | $3,619-98.1% | $152-54.5% |