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 35-0145825 | Recordkeeping | $13,163 |
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 | $17,344 | $46,292-62.5% | $143,757-87.9% | $64,808-73.2% |
| Participation rate | 54.2% | 64.2%-10.0pp | 80.3%-26.1pp | 71.5%-17.3pp |
| Annual return | -10.22% | -10.05%-0.2pp | -0.04%-10.2pp | 32.82%-43.0pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,090 | $2,646-58.8% | $5,637-80.7% | $4,310-74.7% |
| Admin fee / account holder | $8 | $154-94.7% | $14,673-99.9% | $188-95.7% |