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 | $18,750 |
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 | $114,375 | $88,083+29.8% | $164,813-30.6% | $74,495+53.5% |
| Participation rate | 53.9% | 73.0%-19.1pp | 78.6%-24.7pp | 67.2%-13.3pp |
| Annual return | 16.56% | 17.26%-0.7pp | 69.93%-53.4pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $390 | $2,593-85.0% | $4,341-91.0% | $2,623-85.1% |
| Participant deferral / active EE | $2,751 | $4,498-38.8% | $6,031-54.4% | $4,346-36.7% |
| Admin fee / account holder | $193 | $2,234-91.3% | $12,690-98.5% | $1,942-90.0% |