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 | $61,649 |
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 | $58,175 | $56,485+3.0% | $185,823-68.7% | $86,799-33.0% |
| Participation rate | 41.0% | 65.5%-24.5pp | 81.7%-40.7pp | 72.3%-31.3pp |
| Annual return | 14.55% | 118.04%-103.5pp | 122.05%-107.5pp | 97.91%-83.4pp |
| Employer contribution / active EE | $448 | $1,843-75.7% | $5,167-91.3% | $2,405-81.4% |
| Participant deferral / active EE | $1,673 | $2,553-34.5% | $5,568-70.0% | $4,131-59.5% |
| Admin fee / account holder | $0 | $150-99.9% | $16,237-100.0% | $170-100.0% |