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 | $67,612 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,224 | $82,917-22.5% | $103,333-37.8% | $77,643-17.3% |
| Participation rate | 50.5% | 71.6%-21.1pp | 74.5%-24.0pp | 70.6%-20.1pp |
| Annual return | 10.43% | 19.13%-8.7pp | 24.88%-14.4pp | 31.24%-20.8pp |
| Employer contribution / active EE | $1,668 | $3,552-53.0% | $3,868-56.9% | $2,726-38.8% |
| Participant deferral / active EE | $3,057 | $4,108-25.6% | $5,057-39.6% | $4,647-34.2% |
| Admin fee / account holder | $4 | $638-99.3% | $8,355-99.9% | $430-99.0% |