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 | $46,471 |
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 | $53,403 | $65,061-17.9% | $143,757-62.9% | $66,914-20.2% |
| Participation rate | 65.6% | 65.2%+0.4pp | 80.3%-14.7pp | 69.8%-4.2pp |
| Annual return | -16.59% | -11.14%-5.5pp | -0.04%-16.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,020 | $2,361-56.8% | $4,951-79.4% | $2,544-59.9% |
| Participant deferral / active EE | $2,265 | $2,919-22.4% | $5,637-59.8% | $4,237-46.5% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |