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 13-3689044 | Recordkeeping | $34,694 |
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 | $80,522 | $59,159+36.1% | $159,960-49.7% | $66,914+20.3% |
| Participation rate | 68.6% | 68.1%+0.5pp | 78.0%-9.3pp | 69.8%-1.2pp |
| Annual return | -14.22% | -12.26%-2.0pp | 408.60%-422.8pp | 1.58%-15.8pp |
| Employer contribution / active EE | $1,582 | $1,983-20.2% | $4,226-62.6% | $2,544-37.8% |
| Participant deferral / active EE | $5,266 | $4,395+19.8% | $6,182-14.8% | $4,237+24.3% |
| Admin fee / account holder | $148 | $591-74.9% | $8,698-98.3% | $593-75.0% |