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 01-0233346 | Recordkeeping | $390 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,746 | $50,199-32.8% | $70,092-51.9% | $66,914-49.6% |
| Participation rate | 61.0% | 66.3%-5.4pp | 70.5%-9.5pp | 69.8%-8.8pp |
| Annual return | -13.08% | -13.85%+0.8pp | 190.73%-203.8pp | 1.58%-14.7pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,559-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $682 | $3,112-78.1% | $3,849-82.3% | $4,237-83.9% |
| Admin fee / account holder | $5 | $600-99.2% | $6,267-99.9% | $593-99.2% |