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 19 · EIN 74-1625348 | Securities Custodian | $20,597 |
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 | $27,743 | $50,815-45.4% | $155,509-82.2% | $77,643-64.3% |
| Participation rate | 57.9% | 63.1%-5.2pp | 78.2%-20.3pp | 70.6%-12.7pp |
| Annual return | 8.86% | 34.80%-25.9pp | 64.67%-55.8pp | 31.24%-22.4pp |
| Employer contribution / active EE | $650 | $1,993-67.4% | $4,672-86.1% | $2,726-76.1% |
| Participant deferral / active EE | $3,283 | $2,822+16.3% | $5,626-41.7% | $4,647-29.4% |
| Admin fee / account holder | $59 | $437-86.6% | $15,912-99.6% | $430-86.4% |