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 | $21,141 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,343 | $43,466-27.9% | $90,951-65.5% | $90,288-65.3% |
| Participation rate | 27.4% | 62.5%-35.0pp | 69.0%-41.6pp | 73.4%-45.9pp |
| Annual return | 13.04% | 25.26%-12.2pp | 134.60%-121.6pp | 53.97%-40.9pp |
| Employer contribution / active EE | $366 | $840-56.4% | $2,122-82.7% | $2,524-85.5% |
| Participant deferral / active EE | $894 | $2,138-58.2% | $3,373-73.5% | $4,232-78.9% |
| Admin fee / account holder | $22 | $92-76.1% | $5,959-99.6% | $114-80.7% |