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 64 · EIN 04-2647786 | Recordkeeping Fees | $73,605 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $25,651 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,817 | $84,030-81.2% | $126,539-87.5% | $102,872-84.6% |
| Participation rate | 35.1% | 58.3%-23.2pp | 69.8%-34.7pp | 73.0%-37.9pp |
| Annual return | 18.76% | 17.79%+1.0pp | 425.95%-407.2pp | 19.06%-0.3pp |
| Employer contribution / active EE | $615 | $3,287-81.3% | $3,674-83.3% | $3,526-82.6% |
| Participant deferral / active EE | $536 | $3,749-85.7% | $4,083-86.9% | $5,535-90.3% |
| Admin fee / account holder | $109 | $299-63.5% | $6,065-98.2% | $292-62.6% |