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 30-0219031 | Recordkeeping | $20,245 |
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 | $96,682 | $59,417+62.7% | $93,606+3.3% | $74,495+29.8% |
| Participation rate | 42.7% | 59.7%-17.0pp | 68.7%-26.0pp | 67.2%-24.5pp |
| Annual return | 12.17% | 81.83%-69.7pp | 133.20%-121.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,260 | $1,264-0.3% | $2,420-47.9% | $2,623-52.0% |
| Participant deferral / active EE | $2,417 | $3,050-20.8% | $4,411-45.2% | $4,346-44.4% |
| Admin fee / account holder | $191 | $3,021-93.7% | $8,285-97.7% | $1,942-90.2% |