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 01-0233346 | Recordkeeping | $1,004 |
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 | $22,901 | $59,584-61.6% | $86,874-73.6% | $79,386-71.2% |
| Participation rate | 64.7% | 67.7%-3.0pp | 71.6%-6.9pp | 70.7%-6.0pp |
| Annual return | 16.40% | 23.15%-6.8pp | 63.52%-47.1pp | 116.85%-100.5pp |
| Employer contribution / active EE | $1,444 | $1,768-18.3% | $2,495-42.1% | $2,427-40.5% |
| Participant deferral / active EE | $2,713 | $3,036-10.7% | $3,699-26.7% | $4,046-32.9% |
| Admin fee / account holder | $172 | $604-71.5% | $5,828-97.0% | $626-72.5% |