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 9-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 | $3,760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $14,730 | $46,292-68.2% | $143,757-89.8% | $64,808-77.3% |
| Participation rate | 47.3% | 64.2%-16.9pp | 80.3%-33.0pp | 71.5%-24.2pp |
| Annual return | -13.03% | -10.05%-3.0pp | -0.04%-13.0pp | 32.82%-45.9pp |
| Employer contribution / active EE | $220 | $1,910-88.5% | $4,951-95.6% | $2,506-91.2% |
| Participant deferral / active EE | $2,087 | $2,646-21.1% | $5,637-63.0% | $4,310-51.6% |
| Admin fee / account holder | $100 | $154-34.9% | $14,673-99.3% | $188-46.7% |