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 35-0145825 | Recordkeeping | $49,937 |
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 | $38,192 | $65,061-41.3% | $143,757-73.4% | $66,914-42.9% |
| Participation rate | 66.3% | 65.2%+1.1pp | 80.3%-14.0pp | 69.8%-3.5pp |
| Annual return | -16.54% | -11.14%-5.4pp | -0.04%-16.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $587 | $2,361-75.1% | $4,951-88.1% | $2,544-76.9% |
| Participant deferral / active EE | $2,620 | $2,919-10.2% | $5,637-53.5% | $4,237-38.2% |
| Admin fee / account holder | $4 | $502-99.1% | $14,673-100.0% | $593-99.2% |