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 | $21,861 |
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 | $128,763 | $96,484+33.5% | $156,263-17.6% | $74,304+73.3% |
| Participation rate | 61.3% | 67.7%-6.4pp | 78.9%-17.6pp | 60.3%+0.9pp |
| Annual return | 13.12% | 17.73%-4.6pp | 59.47%-46.3pp | 29.43%-16.3pp |
| Employer contribution / active EE | $358 | $2,528-85.9% | $4,333-91.7% | $2,241-84.0% |
| Participant deferral / active EE | $2,667 | $4,286-37.8% | $6,158-56.7% | $3,767-29.2% |
| Admin fee / account holder | $248 | $3,728-93.3% | $14,255-98.3% | $2,969-91.6% |