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 9-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 71-0294708 | Recordkeeping | $79,895 |
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 | $68,166 | $78,419-13.1% | $133,956-49.1% | $73,409-7.1% |
| Participation rate | 66.3% | 78.6%-12.3pp | 79.8%-13.6pp | 72.2%-5.9pp |
| Annual return | 15.23% | 33.35%-18.1pp | 45.09%-29.9pp | 59.29%-44.1pp |
| Employer contribution / active EE | $1,507 | $2,044-26.2% | $3,919-61.5% | $2,234-32.5% |
| Participant deferral / active EE | $4,171 | $3,925+6.3% | $5,048-17.4% | $3,805+9.6% |
| Admin fee / account holder | $26 | $161-84.0% | $8,927-99.7% | $158-83.6% |