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 35-0145825 | Recordkeeping | $48,172 |
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 | $51,763 | $52,293-1.0% | $178,490-71.0% | $73,409-29.5% |
| Participation rate | 43.7% | 65.3%-21.7pp | 81.9%-38.2pp | 72.2%-28.5pp |
| Annual return | 16.30% | 34.75%-18.4pp | 151.07%-134.8pp | 59.29%-43.0pp |
| Employer contribution / active EE | $445 | $1,735-74.4% | $5,011-91.1% | $2,234-80.1% |
| Participant deferral / active EE | $1,712 | $2,332-26.6% | $5,202-67.1% | $3,805-55.0% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |