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 | $52,155 |
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 | $48,029 | $61,272-21.6% | $149,673-67.9% | $71,457-32.8% |
| Participation rate | 63.7% | 62.5%+1.2pp | 78.8%-15.0pp | 67.9%-4.2pp |
| Annual return | 19.69% | 35.85%-16.2pp | 134.42%-114.7pp | 28.85%-9.2pp |
| Employer contribution / active EE | $586 | $2,378-75.4% | $4,818-87.8% | $2,588-77.4% |
| Participant deferral / active EE | $2,620 | $2,917-10.2% | $5,680-53.9% | $4,289-38.9% |
| Admin fee / account holder | $4 | $1,261-99.7% | $13,210-100.0% | $1,587-99.8% |