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 | $468 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,181 | $41,647-13.1% | $96,139-62.4% | $86,799-58.3% |
| Participation rate | 54.0% | 50.2%+3.8pp | 68.4%-14.4pp | 72.3%-18.2pp |
| Annual return | 13.12% | 27.24%-14.1pp | 191.94%-178.8pp | 97.91%-84.8pp |
| Employer contribution / active EE | $0 | $1,318-100.0% | $2,797-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,253 | $2,412-6.6% | $4,349-48.2% | $4,131-45.5% |
| Admin fee / account holder | $195 | $169+15.3% | $5,537-96.5% | $170+15.2% |