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 16-1503696 | Recordkeeping | $19,588 |
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 | $79,207 | $68,346+15.9% | $94,646-16.3% | $75,163+5.4% |
| Participation rate | 65.9% | 76.1%-10.2pp | 80.8%-14.9pp | 67.2%-1.3pp |
| Annual return | 16.92% | 616.93%-600.0pp | 156.71%-139.8pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,064 | $2,701-23.6% | $3,672-43.8% | $2,670-22.7% |
| Participant deferral / active EE | $3,572 | $6,537-45.4% | $7,418-51.8% | $4,125-13.4% |
| Admin fee / account holder | $237 | $5,326-95.6% | $7,231-96.7% | $5,651-95.8% |