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 73-1577418 | Recordkeeping | $6,603 |
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 | $75,093 | $86,655-13.3% | $119,609-37.2% | $66,914+12.2% |
| Participation rate | 68.1% | 75.6%-7.5pp | 79.3%-11.2pp | 69.8%-1.7pp |
| Annual return | -17.47% | -8.00%-9.5pp | -14.97%-2.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $379 | $2,536-85.1% | $4,232-91.0% | $2,544-85.1% |
| Participant deferral / active EE | $2,918 | $4,358-33.0% | $5,602-47.9% | $4,237-31.1% |
| Admin fee / account holder | $92 | $755-87.7% | $10,323-99.1% | $593-84.4% |