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 04-2647786 | Recordkeeping Fees | $13,649 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,993 | $33,780-29.0% | $74,550-67.8% | $75,289-68.1% |
| Participation rate | 20.9% | 62.7%-41.8pp | 69.1%-48.3pp | 72.4%-51.5pp |
| Annual return | -3.58% | -1.24%-2.3pp | 32.53%-36.1pp | -0.04%-3.5pp |
| Employer contribution / active EE | $271 | $845-67.9% | $1,961-86.2% | $2,405-88.7% |
| Participant deferral / active EE | $548 | $1,890-71.0% | $3,108-82.4% | $3,739-85.3% |
| Admin fee / account holder | $16 | $86-81.4% | $5,060-99.7% | $102-84.3% |