Filed December 3, 2024
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 8-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 01-0233346 | Recordkeeping | $133,430 |
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 | $55,574 | $95,274-41.7% | $135,903-59.1% | $74,419-25.3% |
| Participation rate | 67.7% | 78.2%-10.5pp | 81.9%-14.2pp | 70.7%-3.0pp |
| Annual return | 20.62% | 32.77%-12.2pp | 68.23%-47.6pp | 34.38%-13.8pp |
| Employer contribution / active EE | $2,913 | $3,874-24.8% | $4,856-40.0% | $2,637+10.5% |
| Participant deferral / active EE | $7,207 | $7,782-7.4% | $7,758-7.1% | $4,528+59.2% |
| Admin fee / account holder | $270 | $266+1.6% | $10,762-97.5% | $348-22.3% |