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 39-6040276 | Recordkeeping Fees | $320 |
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 | $60,639 | $84,936-28.6% | $111,297-45.5% | $79,386-23.6% |
| Participation rate | 62.5% | 75.9%-13.4pp | 77.3%-14.8pp | 70.7%-8.2pp |
| Annual return | 18.40% | 17.45%+0.9pp | 54.65%-36.3pp | 116.85%-98.5pp |
| Employer contribution / active EE | $2,099 | $1,979+6.0% | $2,731-23.1% | $2,427-13.5% |
| Participant deferral / active EE | $3,965 | $3,888+2.0% | $4,487-11.6% | $4,046-2.0% |
| Admin fee / account holder | $21 | $537-96.1% | $7,964-99.7% | $626-96.6% |