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 | $38,700 |
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 | $95,591 | $65,390+46.2% | $169,368-43.6% | $71,457+33.8% |
| Participation rate | 68.0% | 67.0%+1.1pp | 77.1%-9.1pp | 67.9%+0.1pp |
| Annual return | 17.16% | 21.31%-4.2pp | 405.60%-388.4pp | 28.85%-11.7pp |
| Employer contribution / active EE | $1,670 | $2,079-19.7% | $4,013-58.4% | $2,588-35.5% |
| Participant deferral / active EE | $5,476 | $4,367+25.4% | $6,221-12.0% | $4,289+27.7% |
| Admin fee / account holder | $165 | $1,324-87.6% | $9,003-98.2% | $1,587-89.6% |