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 | $7,219 |
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 | $23,367 | $50,199-53.5% | $70,092-66.7% | $66,914-65.1% |
| Participation rate | 43.5% | 66.3%-22.8pp | 70.5%-27.0pp | 69.8%-26.3pp |
| Annual return | -16.55% | -13.85%-2.7pp | 190.73%-207.3pp | 1.58%-18.1pp |
| Employer contribution / active EE | $758 | $1,864-59.4% | $2,559-70.4% | $2,544-70.2% |
| Participant deferral / active EE | $1,189 | $3,112-61.8% | $3,849-69.1% | $4,237-71.9% |
| Admin fee / account holder | $13 | $600-97.9% | $6,267-99.8% | $593-97.9% |