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 48-1205033 | Recordkeeping | $23,905 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,555 | $46,292-27.5% | $143,757-76.7% | $64,808-48.2% |
| Participation rate | 58.4% | 64.2%-5.8pp | 80.3%-21.9pp | 71.5%-13.1pp |
| Annual return | -19.65% | -10.05%-9.6pp | -0.04%-19.6pp | 32.82%-52.5pp |
| Employer contribution / active EE | $1,228 | $1,910-35.7% | $4,951-75.2% | $2,506-51.0% |
| Participant deferral / active EE | $1,648 | $2,646-37.7% | $5,637-70.8% | $4,310-61.8% |
| Admin fee / account holder | $95 | $154-38.1% | $14,673-99.4% | $188-49.3% |