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 | $54,765 |
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 | $48,113 | $46,292+3.9% | $143,757-66.5% | $64,808-25.8% |
| Participation rate | 36.8% | 64.2%-27.4pp | 80.3%-43.5pp | 71.5%-34.6pp |
| Annual return | -17.32% | -10.05%-7.3pp | -0.04%-17.3pp | 32.82%-50.1pp |
| Employer contribution / active EE | $404 | $1,910-78.8% | $4,951-91.8% | $2,506-83.9% |
| Participant deferral / active EE | $1,561 | $2,646-41.0% | $5,637-72.3% | $4,310-63.8% |
| Admin fee / account holder | $0 | $154-100.0% | $14,673-100.0% | $188-100.0% |