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 | $464 |
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 | $61,656 | $76,050-18.9% | $96,544-36.1% | $71,457-13.7% |
| Participation rate | 64.4% | 74.4%-10.0pp | 76.0%-11.6pp | 67.9%-3.5pp |
| Annual return | 17.28% | 22.81%-5.5pp | 25.84%-8.6pp | 28.85%-11.6pp |
| Employer contribution / active EE | $2,408 | $2,244+7.3% | $2,965-18.8% | $2,588-6.9% |
| Participant deferral / active EE | $4,255 | $4,215+0.9% | $4,851-12.3% | $4,289-0.8% |
| Admin fee / account holder | $22 | $2,707-99.2% | $8,252-99.7% | $1,587-98.6% |