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 9-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 64 · EIN 04-2647786 | Recordkeeping Fees | $30,012 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $80,362 | $63,321+26.9% | $68,791+16.8% | $77,904+3.2% |
| Participation rate | 24.5% | 71.1%-46.7pp | 69.0%-44.6pp | 73.7%-49.2pp |
| Annual return | 8.13% | -6.50%+14.6pp | -6.38%+14.5pp | 12.21%-4.1pp |
| Employer contribution / active EE | $968 | $2,794-65.4% | $2,655-63.6% | $2,848-66.0% |
| Participant deferral / active EE | $674 | $4,029-83.3% | $3,941-82.9% | $4,806-86.0% |
| Admin fee / account holder | $79 | $104-24.5% | $4,932-98.4% | $133-40.6% |