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 27 · EIN 84-1612955 | Advisory (Plan) | $8,117 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $2,052 |
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 | $205,378 | $101,317+102.7% | $146,958+39.8% | $74,495+175.7% |
| Participation rate | 56.6% | 75.5%-18.9pp | 82.2%-25.5pp | 67.2%-10.6pp |
| Annual return | 20.20% | 8730.91%-8710.7pp | 418.34%-398.1pp | 1364.94%-1344.7pp |
| Employer contribution / active EE | $1,153 | $3,810-69.7% | $4,933-76.6% | $2,623-56.0% |
| Participant deferral / active EE | $7,778 | $7,303+6.5% | $8,070-3.6% | $4,346+79.0% |
| Admin fee / account holder | $98 | $1,739-94.4% | $12,998-99.2% | $1,942-95.0% |