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 | $603 |
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 | $40,441 | $73,867-45.3% | $143,757-71.9% | $68,494-41.0% |
| Participation rate | 33.7% | 66.7%-32.9pp | 80.3%-46.6pp | 67.9%-34.2pp |
| Annual return | -15.14% | 1.01%-16.2pp | -0.04%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $699 | $3,184-78.0% | $4,951-85.9% | $2,596-73.1% |
| Participant deferral / active EE | $1,199 | $3,384-64.6% | $5,637-78.7% | $4,027-70.2% |
| Admin fee / account holder | $229 | $5,755-96.0% | $14,673-98.4% | $5,403-95.8% |