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 64 · EIN 39-6040276 | Recordkeeping Fees | $925 |
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 | $50,726 | $84,936-40.3% | $111,297-54.4% | $79,386-36.1% |
| Participation rate | 53.2% | 75.9%-22.6pp | 77.3%-24.1pp | 70.7%-17.5pp |
| Annual return | 12.82% | 17.45%-4.6pp | 54.65%-41.8pp | 116.85%-104.0pp |
| Employer contribution / active EE | $1,238 | $1,979-37.5% | $2,731-54.7% | $2,427-49.0% |
| Participant deferral / active EE | $2,993 | $3,888-23.0% | $4,487-33.3% | $4,046-26.0% |
| Admin fee / account holder | $16 | $537-97.1% | $7,964-99.8% | $626-97.5% |