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 4-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 01-0233346 | Recordkeeping | $1,885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,568 | $58,347-49.3% | $85,682-65.5% | $86,799-65.9% |
| Participation rate | 49.8% | 64.9%-15.1pp | 69.9%-20.1pp | 72.3%-22.5pp |
| Annual return | 21.59% | 18.43%+3.2pp | 21.49%+0.1pp | 97.91%-76.3pp |
| Employer contribution / active EE | $856 | $1,751-51.1% | $2,618-67.3% | $2,405-64.4% |
| Participant deferral / active EE | $2,176 | $3,065-29.0% | $3,923-44.5% | $4,131-47.3% |
| Admin fee / account holder | $61 | $147-58.7% | $6,873-99.1% | $170-64.1% |