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 | $3,500 |
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 | $108,422 | $79,171+36.9% | $102,423+5.9% | $74,495+45.5% |
| Participation rate | 63.1% | 74.8%-11.7pp | 76.5%-13.4pp | 67.2%-4.1pp |
| Annual return | 15.36% | 54.93%-39.6pp | 29.32%-14.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $1,479 | $2,362-37.4% | $3,023-51.1% | $2,623-43.6% |
| Participant deferral / active EE | $2,634 | $4,415-40.3% | $5,053-47.9% | $4,346-39.4% |
| Admin fee / account holder | $28 | $2,001-98.6% | $9,451-99.7% | $1,942-98.5% |