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 5-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 | $742 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,985 | $39,019-74.4% | $80,716-87.6% | $85,850-88.4% |
| Participation rate | 39.4% | 41.5%-2.2pp | 54.2%-14.8pp | 69.3%-29.9pp |
| Annual return | 11.35% | 26.27%-14.9pp | 87.28%-75.9pp | 318.53%-307.2pp |
| Employer contribution / active EE | $277 | $722-61.7% | $1,160-76.1% | $2,565-89.2% |
| Participant deferral / active EE | $365 | $1,326-72.4% | $2,146-83.0% | $3,952-90.8% |
| Admin fee / account holder | $184 | $2,431-92.4% | $3,380-94.6% | $6,260-97.1% |