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 | $19,753 |
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 | $28,029 | $40,113-30.1% | $84,015-66.6% | $77,787-64.0% |
| Participation rate | 23.6% | 62.8%-39.2pp | 69.0%-45.5pp | 73.2%-49.7pp |
| Annual return | 21.72% | 23.27%-1.5pp | 71.31%-49.6pp | 32.57%-10.9pp |
| Employer contribution / active EE | $305 | $847-64.0% | $1,983-84.6% | $2,504-87.8% |
| Participant deferral / active EE | $634 | $2,030-68.8% | $3,239-80.4% | $3,967-84.0% |
| Admin fee / account holder | $21 | $92-77.0% | $6,101-99.7% | $100-78.9% |