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 13-3689044 | Recordkeeping | $14,173 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,856 | $101,317-74.5% | $146,958-82.4% | $74,495-65.3% |
| Participation rate | 57.9% | 75.5%-17.7pp | 82.2%-24.3pp | 67.2%-9.3pp |
| Annual return | 20.02% | 8730.91%-8710.9pp | 418.34%-398.3pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $1,483 | $3,810-61.1% | $4,933-69.9% | $2,623-43.5% |
| Participant deferral / active EE | $2,429 | $7,303-66.7% | $8,070-69.9% | $4,346-44.1% |
| Admin fee / account holder | $123 | $1,739-92.9% | $12,998-99.1% | $1,942-93.7% |