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 9-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 35-0145825 | Recordkeeping | $254 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,647 | $81,248-72.1% | $155,509-85.4% | $80,856-72.0% |
| Participation rate | 57.8% | 66.2%-8.5pp | 78.2%-20.4pp | 67.6%-9.9pp |
| Annual return | 12.03% | 33.31%-21.3pp | 64.67%-52.6pp | 35.59%-23.6pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,142 | $3,452-66.9% | $5,626-79.7% | $4,296-73.4% |
| Admin fee / account holder | $67 | $7,997-99.2% | $15,912-99.6% | $6,918-99.0% |