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 | $16,049 |
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 | $29,790 | $61,272-51.4% | $149,673-80.1% | $71,457-58.3% |
| Participation rate | 57.0% | 62.5%-5.5pp | 78.8%-21.7pp | 67.9%-10.9pp |
| Annual return | 14.95% | 35.85%-20.9pp | 134.42%-119.5pp | 28.85%-13.9pp |
| Employer contribution / active EE | $1,572 | $2,378-33.9% | $4,818-67.4% | $2,588-39.3% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $2 | $1,261-99.8% | $13,210-100.0% | $1,587-99.9% |