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 | $2,668 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $19,238 | $46,292-58.4% | $143,757-86.6% | $64,808-70.3% |
| Participation rate | 37.3% | 64.2%-26.9pp | 80.3%-43.0pp | 71.5%-34.2pp |
| Annual return | -16.69% | -10.05%-6.6pp | -0.04%-16.7pp | 32.82%-49.5pp |
| Employer contribution / active EE | $512 | $1,910-73.2% | $4,951-89.7% | $2,506-79.6% |
| Participant deferral / active EE | $741 | $2,646-72.0% | $5,637-86.9% | $4,310-82.8% |
| Admin fee / account holder | $230 | $154+49.3% | $14,673-98.4% | $188+22.2% |