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 39-6040276 | Recordkeeping Fees | $615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $83,557 | $72,607+15.1% | $90,749-7.9% | $66,914+24.9% |
| Participation rate | 55.2% | 73.7%-18.4pp | 75.7%-20.5pp | 69.8%-14.6pp |
| Annual return | -7.15% | -12.28%+5.1pp | -12.16%+5.0pp | 1.58%-8.7pp |
| Employer contribution / active EE | $508 | $2,369-78.5% | $2,921-82.6% | $2,544-80.0% |
| Participant deferral / active EE | $2,077 | $3,977-47.8% | $4,564-54.5% | $4,237-51.0% |
| Admin fee / account holder | $10 | $707-98.5% | $8,445-99.9% | $593-98.3% |