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 | $23,019 |
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 | $112,231 | $66,098+69.8% | $101,794+10.3% | $74,304+51.0% |
| Participation rate | 42.1% | 53.8%-11.6pp | 69.2%-27.0pp | 60.3%-18.2pp |
| Annual return | 14.61% | 19.59%-5.0pp | 30.53%-15.9pp | 29.43%-14.8pp |
| Employer contribution / active EE | $1,308 | $1,082+21.0% | $2,289-42.8% | $2,241-41.6% |
| Participant deferral / active EE | $2,604 | $2,781-6.4% | $4,084-36.2% | $3,767-30.9% |
| Admin fee / account holder | $228 | $4,146-94.5% | $8,777-97.4% | $2,969-92.3% |