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 64 · EIN 71-0294708 | Recordkeeping Fees | $1,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,659 | $73,638+20.4% | $95,952-7.6% | $73,488+20.6% |
| Participation rate | 64.1% | 76.2%-12.1pp | 77.1%-13.0pp | 70.7%-6.6pp |
| Annual return | 13.23% | 16.78%-3.6pp | 91.61%-78.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,277 | $1,863-31.5% | $2,541-49.7% | $2,270-43.7% |
| Participant deferral / active EE | $2,122 | $3,617-41.3% | $4,167-49.1% | $3,740-43.3% |
| Admin fee / account holder | $11 | $482-97.7% | $6,795-99.8% | $513-97.8% |