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 61-6209147 | Recordkeeping | $104,250 |
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 | $42,532 | $56,767-25.1% | $101,794-58.2% | $85,563-50.3% |
| Participation rate | 66.5% | 57.6%+8.9pp | 69.2%-2.6pp | 66.0%+0.6pp |
| Annual return | 18.46% | 17.76%+0.7pp | 30.53%-12.1pp | 31.51%-13.0pp |
| Employer contribution / active EE | $1,474 | $1,112+32.5% | $2,289-35.6% | $2,654-44.5% |
| Participant deferral / active EE | $2,744 | $2,720+0.9% | $4,084-32.8% | $4,375-37.3% |
| Admin fee / account holder | $257 | $1,098-76.6% | $8,777-97.1% | $834-69.1% |