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 3-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 |
|---|---|---|
RJA 338 FEE1+ years Service code 26 · EIN 59-1237041 | Advisory (Participants) | $14,877 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,022 |
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 | $57,341 | $64,612-11.3% | $86,436-33.7% | $64,808-11.5% |
| Participation rate | 56.2% | 81.5%-25.3pp | 80.3%-24.1pp | 71.5%-15.3pp |
| Annual return | 0.00% | 0.66%-0.7pp | 4394.89%-4394.9pp | 32.82%-32.8pp |
| Employer contribution / active EE | $1,299 | $2,744-52.7% | $3,769-65.5% | $2,506-48.2% |
| Participant deferral / active EE | $5,411 | $7,497-27.8% | $6,952-22.2% | $4,310+25.5% |
| Admin fee / account holder | $188 | $169+11.1% | $6,731-97.2% | $1880% |