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 | $5,835 |
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 | $142,033 | $57,921+145.2% | $84,750+67.6% | $57,658+146.3% |
| Participation rate | 56.9% | 72.9%-16.0pp | 76.6%-19.7pp | 70.2%-13.3pp |
| Annual return | 10.01% | 10.24%-0.2pp | 22.78%-12.8pp | 5.13%+4.9pp |
| Employer contribution / active EE | $4,665 | $2,598+79.5% | $3,574+30.5% | $1,974+136.3% |
| Participant deferral / active EE | $7,480 | $2,742+172.8% | $3,712+101.5% | $3,061+144.4% |
| Admin fee / account holder | $26 | $130-80.2% | $5,332-99.5% | $95-72.8% |