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 | $3,062 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,821 | $79,184-81.3% | $102,438-85.5% | $74,546-80.1% |
| Participation rate | 68.8% | 74.8%-6.0pp | 76.5%-7.7pp | 67.2%+1.6pp |
| Annual return | 14.87% | 54.95%-40.1pp | 29.37%-14.5pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $950 | $2,362-59.8% | $3,024-68.6% | $2,624-63.8% |
| Participant deferral / active EE | $1,480 | $4,414-66.5% | $5,054-70.7% | $4,347-65.9% |
| Admin fee / account holder | $203 | $2,001-89.9% | $9,448-97.9% | $1,944-89.6% |