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 71-0294708 | Recordkeeping Fees | $17,776 |
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 | $83,645 | $76,670+9.1% | $96,683-13.5% | $71,457+17.1% |
| Participation rate | 50.4% | 66.6%-16.1pp | 74.3%-23.9pp | 67.9%-17.5pp |
| Annual return | 15.92% | 48.29%-32.4pp | 35.69%-19.8pp | 28.85%-12.9pp |
| Employer contribution / active EE | $453 | $3,031-85.1% | $3,737-87.9% | $2,588-82.5% |
| Participant deferral / active EE | $5,361 | $3,771+42.1% | $4,878+9.9% | $4,289+25.0% |
| Admin fee / account holder | $114 | $2,028-94.4% | $6,730-98.3% | $1,587-92.8% |