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 | $1,378 |
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 | $48,936 | $61,272-20.1% | $149,673-67.3% | $71,457-31.5% |
| Participation rate | 43.7% | 62.5%-18.8pp | 78.8%-35.1pp | 67.9%-24.2pp |
| Annual return | 16.60% | 35.85%-19.2pp | 134.42%-117.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,261 | $2,378-47.0% | $4,818-73.8% | $2,588-51.3% |
| Participant deferral / active EE | $3,218 | $2,917+10.3% | $5,680-43.3% | $4,289-25.0% |
| Admin fee / account holder | $234 | $1,261-81.5% | $13,210-98.2% | $1,587-85.3% |