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 | $675 |
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 | $23,402 | $61,272-61.8% | $149,673-84.4% | $71,457-67.3% |
| Participation rate | 63.4% | 62.5%+0.9pp | 78.8%-15.4pp | 67.9%-4.5pp |
| Annual return | 15.25% | 35.85%-20.6pp | 134.42%-119.2pp | 28.85%-13.6pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,040 | $2,917-64.3% | $5,680-81.7% | $4,289-75.8% |
| Admin fee / account holder | $9 | $1,261-99.3% | $13,210-99.9% | $1,587-99.4% |