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 8-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 | $364 |
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 | $38,570 | $84,936-54.6% | $111,297-65.3% | $79,386-51.4% |
| Participation rate | 49.6% | 75.9%-26.2pp | 77.3%-27.7pp | 70.7%-21.1pp |
| Annual return | 12.42% | 17.45%-5.0pp | 54.65%-42.2pp | 116.85%-104.4pp |
| Employer contribution / active EE | $1,126 | $1,979-43.1% | $2,731-58.8% | $2,427-53.6% |
| Participant deferral / active EE | $2,366 | $3,888-39.1% | $4,487-47.3% | $4,046-41.5% |
| Admin fee / account holder | $203 | $537-62.3% | $7,964-97.5% | $626-67.7% |