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 15 · EIN 65-0608221 | Recordkeeping | $35,297 |
Service code 14 · EIN 87-0567952 | Plan Administrator | $7,656 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $21,721 | $42,383-48.8% | $76,523-71.6% | $64,186-66.2% |
| Participation rate | 53.6% | 58.1%-4.5pp | 68.0%-14.4pp | 69.6%-16.0pp |
| Annual return | -14.84% | -16.54%+1.7pp | -0.27%-14.6pp | 7.63%-22.5pp |
| Employer contribution / active EE | $1,822 | $1,563+16.6% | $2,647-31.2% | $2,381-23.5% |
| Participant deferral / active EE | $3,488 | $2,566+35.9% | $3,835-9.1% | $3,470+0.5% |
| Admin fee / account holder | $282 | $3,198-91.2% | $4,848-94.2% | $4,888-94.2% |