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 | $9,701 |
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 | $88,234 | $82,978+6.3% | $129,995-32.1% | $71,457+23.5% |
| Participation rate | 68.0% | 74.1%-6.1pp | 78.5%-10.5pp | 67.9%0pp |
| Annual return | 23.73% | 20.60%+3.1pp | -137.18%+160.9pp | 28.85%-5.1pp |
| Employer contribution / active EE | $358 | $2,622-86.3% | $4,320-91.7% | $2,588-86.1% |
| Participant deferral / active EE | $2,785 | $4,432-37.2% | $5,820-52.2% | $4,289-35.1% |
| Admin fee / account holder | $89 | $1,729-94.9% | $10,614-99.2% | $1,587-94.4% |