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 | $3,812 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,089 | $95,880-87.4% | $107,525-88.8% | $85,563-85.9% |
| Participation rate | 33.9% | 70.1%-36.2pp | 75.1%-41.1pp | 66.0%-32.0pp |
| Annual return | 14.42% | 68.06%-53.6pp | 181.32%-166.9pp | 31.51%-17.1pp |
| Employer contribution / active EE | $472 | $3,812-87.6% | $3,754-87.4% | $2,654-82.2% |
| Participant deferral / active EE | $1,465 | $4,201-65.1% | $5,116-71.4% | $4,375-66.5% |
| Admin fee / account holder | $207 | $1,025-79.8% | $8,919-97.7% | $834-75.2% |