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 FEE3+ years Service code 26 · EIN 59-1237041 | Advisory (Participants) | $27,405 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,512 |
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 | $63,073 | $36,806+71.4% | $69,647-9.4% | $77,643-18.8% |
| Participation rate | 57.9% | 64.4%-6.4pp | 66.5%-8.5pp | 70.6%-12.6pp |
| Annual return | 19.51% | 38.81%-19.3pp | 100.48%-81.0pp | 31.24%-11.7pp |
| Employer contribution / active EE | $1,082 | $1,257-13.9% | $1,712-36.8% | $2,726-60.3% |
| Participant deferral / active EE | $4,698 | $2,738+71.6% | $2,886+62.8% | $4,647+1.1% |
| Admin fee / account holder | $266 | $507-47.5% | $4,713-94.4% | $430-38.2% |