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 3-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 | $49,373 |
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 | $69,556 | $66,457+4.7% | $81,438-14.6% | $77,671-10.4% |
| Participation rate | 19.9% | 68.7%-48.8pp | 69.5%-49.6pp | 70.6%-50.6pp |
| Annual return | 13.34% | 15.93%-2.6pp | 24.74%-11.4pp | 31.21%-17.9pp |
| Employer contribution / active EE | $701 | $2,159-67.5% | $2,460-71.5% | $2,726-74.3% |
| Participant deferral / active EE | $1,419 | $3,679-61.4% | $3,883-63.5% | $4,648-69.5% |
| Admin fee / account holder | $8 | $583-98.6% | $5,764-99.9% | $430-98.0% |