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 9-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 16-1503696 | Recordkeeping | $13,911 |
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 | $23,126 | $215,321-89.3% | $143,757-83.9% | - |
| Participation rate | 25.3% | 60.1%-34.8pp | 80.3%-55.0pp | - |
| Annual return | -14.76% | -15.45%+0.7pp | -0.04%-14.7pp | - |
| Employer contribution / active EE | $0 | $1,875-100.0% | $4,951-100.0% | - |
| Participant deferral / active EE | $943 | $2,485-62.1% | $5,637-83.3% | - |
| Admin fee / account holder | $194 | $36,394-99.5% | $14,673-98.7% | - |