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 | $405 |
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 | $7,703 | $27,641-72.1% | $61,373-87.4% | $68,494-88.8% |
| Participation rate | 36.6% | 39.5%-2.9pp | 52.6%-16.0pp | 67.9%-31.3pp |
| Annual return | -15.74% | -13.24%-2.5pp | 338.61%-354.3pp | -7.84%-7.9pp |
| Employer contribution / active EE | $444 | $695-36.1% | $1,159-61.7% | $2,596-82.9% |
| Participant deferral / active EE | $533 | $1,263-57.8% | $2,125-74.9% | $4,027-86.8% |
| Admin fee / account holder | $133 | $2,010-93.4% | $2,130-93.7% | $5,403-97.5% |