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 10-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 64 · EIN 39-6040276 | Recordkeeping Fees | $1,015 |
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 | $49,546 | $59,805-17.2% | $79,550-37.7% | $68,494-27.7% |
| Participation rate | 61.4% | 61.1%+0.3pp | 69.5%-8.1pp | 67.9%-6.5pp |
| Annual return | -15.94% | -12.30%-3.6pp | 0.16%-16.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,613 | $3,024+52.5% | $3,985+15.7% | $4,027+14.5% |
| Admin fee / account holder | $14 | $4,835-99.7% | $6,832-99.8% | $5,403-99.7% |