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 | $30,427 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,415 | $76,050+12.3% | $96,544-11.5% | $71,457+19.5% |
| Participation rate | 67.1% | 74.4%-7.3pp | 76.0%-8.8pp | 67.9%-0.8pp |
| Annual return | 18.20% | 22.81%-4.6pp | 25.84%-7.6pp | 28.85%-10.6pp |
| Employer contribution / active EE | $1,729 | $2,244-23.0% | $2,965-41.7% | $2,588-33.2% |
| Participant deferral / active EE | $3,171 | $4,215-24.8% | $4,851-34.6% | $4,289-26.1% |
| Admin fee / account holder | $19 | $2,707-99.3% | $8,252-99.8% | $1,587-98.8% |