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 3-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 71-0294708 | Recordkeeping Fees | $7,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,947 | $83,427-78.5% | $115,756-84.5% | $68,494-73.8% |
| Participation rate | 48.6% | 71.9%-23.3pp | 77.1%-28.5pp | 67.9%-19.3pp |
| Annual return | -14.53% | -10.95%-3.6pp | 143.14%-157.7pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,402 | $3,075-54.4% | $3,793-63.0% | $2,596-46.0% |
| Participant deferral / active EE | $2,039 | $5,355-61.9% | $6,254-67.4% | $4,027-49.4% |
| Admin fee / account holder | $61 | $5,708-98.9% | $8,124-99.2% | $5,403-98.9% |