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 | $17,707 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $24,934 | $65,061-61.7% | $143,757-82.7% | $66,914-62.7% |
| Participation rate | 60.6% | 65.2%-4.6pp | 80.3%-19.7pp | 69.8%-9.2pp |
| Annual return | -13.75% | -11.14%-2.6pp | -0.04%-13.7pp | 1.58%-15.3pp |
| Employer contribution / active EE | $1,755 | $2,361-25.7% | $4,951-64.6% | $2,544-31.0% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $10 | $502-98.0% | $14,673-99.9% | $593-98.3% |