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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $170,458 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
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 | $23,837 | $67,672-64.8% | $155,567-84.7% | $99,061-75.9% |
| Participation rate | 48.6% | 67.2%-18.6pp | 78.2%-29.6pp | 71.6%-23.0pp |
| Annual return | 71.81% | 16.16%+55.7pp | 64.74%+7.1pp | 17.66%+54.2pp |
| Employer contribution / active EE | $1,064 | $2,262-53.0% | $4,674-77.2% | $3,261-67.4% |
| Participant deferral / active EE | $1,692 | $3,827-55.8% | $5,628-69.9% | $5,331-68.3% |
| Admin fee / account holder | $40 | $94-56.9% | $15,916-99.7% | $109-63.0% |