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 48-1205033 | Recordkeeping | $22,153 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $26,040 | $47,126-44.7% | $149,673-82.6% | $74,419-65.0% |
| Participation rate | 62.0% | 63.4%-1.3pp | 78.8%-16.7pp | 70.7%-8.7pp |
| Annual return | 23.04% | 22.75%+0.3pp | 134.42%-111.4pp | 34.38%-11.3pp |
| Employer contribution / active EE | $348 | $1,905-81.7% | $4,818-92.8% | $2,637-86.8% |
| Participant deferral / active EE | $1,296 | $2,728-52.5% | $5,680-77.2% | $4,528-71.4% |
| Admin fee / account holder | $99 | $343-71.1% | $13,210-99.3% | $348-71.6% |