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 64 · EIN 71-0294708 | Recordkeeping Fees | $31,943 |
Service code 99 · EIN 47-1411118 | Other Fees | $19,890 |
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 | $93,255 | $73,360+27.1% | $177,989-47.6% | $74,495+25.2% |
| Participation rate | 65.8% | 66.6%-0.8pp | 77.1%-11.3pp | 67.2%-1.4pp |
| Annual return | 13.10% | 17.49%-4.4pp | 294.48%-281.4pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $3,431 | $2,216+54.8% | $3,949-13.1% | $2,623+30.8% |
| Participant deferral / active EE | $6,880 | $4,513+52.4% | $6,276+9.6% | $4,346+58.3% |
| Admin fee / account holder | $237 | $1,808-86.9% | $10,363-97.7% | $1,942-87.8% |