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 6-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 84-0467907 | Recordkeeping | $750 |
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 | $24,844 | $59,159-58.0% | $159,960-84.5% | $66,914-62.9% |
| Participation rate | 65.4% | 68.1%-2.7pp | 78.0%-12.6pp | 69.8%-4.4pp |
| Annual return | -18.44% | -12.26%-6.2pp | 408.60%-427.0pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,436 | $1,983-27.6% | $4,226-66.0% | $2,544-43.5% |
| Participant deferral / active EE | $2,685 | $4,395-38.9% | $6,182-56.6% | $4,237-36.6% |
| Admin fee / account holder | $14 | $591-97.6% | $8,698-99.8% | $593-97.6% |