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 01-1233346 | Recordkeeping | $1,357 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,527 | $63,442-50.3% | $68,791-54.2% | $66,914-52.9% |
| Participation rate | 66.4% | 60.0%+6.4pp | 69.0%-2.6pp | 69.8%-3.4pp |
| Annual return | -15.95% | -8.29%-7.7pp | -6.38%-9.6pp | 1.58%-17.5pp |
| Employer contribution / active EE | $615 | $1,775-65.3% | $2,655-76.8% | $2,544-75.8% |
| Participant deferral / active EE | $2,126 | $2,945-27.8% | $3,941-46.1% | $4,237-49.8% |
| Admin fee / account holder | $143 | $577-75.2% | $4,932-97.1% | $593-75.9% |