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 71-0294708 | Recordkeeping Fees | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,506 | $56,503-46.0% | $70,092-56.5% | $64,808-52.9% |
| Participation rate | 17.3% | 70.5%-53.2pp | 70.5%-53.2pp | 71.5%-54.2pp |
| Annual return | -11.82% | -13.44%+1.6pp | 190.73%-202.5pp | 32.82%-44.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,559-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $358 | $3,389-89.4% | $3,849-90.7% | $4,310-91.7% |
| Admin fee / account holder | $4 | $160-97.3% | $6,267-99.9% | $188-97.7% |