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 | $101,499-74.5% | $147,005-82.4% | $74,546-65.3% |
| Participation rate | 57.9% | 75.5%-17.7pp | 82.2%-24.3pp | 67.2%-9.3pp |
| Annual return | 20.02% | 8732.34%-8712.3pp | 418.76%-398.7pp | 1366.03%-1346.0pp |
| Employer contribution / active EE | $1,483 | $3,811-61.1% | $4,934-69.9% | $2,624-43.5% |
| Participant deferral / active EE | $2,429 | $7,304-66.7% | $8,070-69.9% | $4,347-44.1% |
| Admin fee / account holder | $123 | $1,748-93.0% | $13,006-99.1% | $1,944-93.7% |