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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $32,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,951 | $47,126-87.4% | $149,673-96.0% | $74,419-92.0% |
| Participation rate | 69.3% | 63.4%+5.9pp | 78.8%-9.4pp | 70.7%-1.4pp |
| Annual return | 11.77% | 22.75%-11.0pp | 134.42%-122.6pp | 34.38%-22.6pp |
| Employer contribution / active EE | $576 | $1,905-69.8% | $4,818-88.0% | $2,637-78.2% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $47 | $343-86.2% | $13,210-99.6% | $348-86.4% |