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 01-0233346 | Recordkeeping | $960 |
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 | $41,600 | $65,061-36.1% | $143,757-71.1% | $66,914-37.8% |
| Participation rate | 45.5% | 65.2%-19.6pp | 80.3%-34.8pp | 69.8%-24.3pp |
| Annual return | -17.10% | -11.14%-6.0pp | -0.04%-17.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,062 | $2,361-55.0% | $4,951-78.5% | $2,544-58.2% |
| Participant deferral / active EE | $3,055 | $2,919+4.7% | $5,637-45.8% | $4,237-27.9% |
| Admin fee / account holder | $249 | $502-50.3% | $14,673-98.3% | $593-58.0% |