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 39-6040276 | Recordkeeping Fees | $2,700 |
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 | $40,164 | $54,701-26.6% | $86,188-53.4% | $71,457-43.8% |
| Participation rate | 50.3% | 60.1%-9.9pp | 69.0%-18.7pp | 67.9%-17.7pp |
| Annual return | 16.09% | 20.06%-4.0pp | 1168.45%-1152.4pp | 28.85%-12.8pp |
| Employer contribution / active EE | $352 | $1,265-72.2% | $2,380-85.2% | $2,588-86.4% |
| Participant deferral / active EE | $2,187 | $3,108-29.7% | $3,985-45.1% | $4,289-49.0% |
| Admin fee / account holder | $56 | $1,922-97.1% | $6,852-99.2% | $1,587-96.5% |