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 7-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 | $2,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,933 | $69,823-72.9% | $77,163-75.5% | $74,419-74.6% |
| Participation rate | 65.9% | 70.0%-4.1pp | 69.6%-3.7pp | 70.7%-4.8pp |
| Annual return | 27.98% | 19.98%+8.0pp | 37.87%-9.9pp | 34.38%-6.4pp |
| Employer contribution / active EE | $1,401 | $2,150-34.8% | $2,535-44.7% | $2,637-46.9% |
| Participant deferral / active EE | $3,141 | $3,558-11.7% | $3,833-18.1% | $4,528-30.6% |
| Admin fee / account holder | $40 | $398-89.9% | $5,472-99.3% | $348-88.4% |