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 35-0145825 | Recordkeeping | $13,500 |
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 | $22,675 | $65,061-65.1% | $143,757-84.2% | $66,914-66.1% |
| Participation rate | 48.9% | 65.2%-16.2pp | 80.3%-31.4pp | 69.8%-20.9pp |
| Annual return | -16.58% | -11.14%-5.4pp | -0.04%-16.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,040 | $2,919-30.1% | $5,637-63.8% | $4,237-51.8% |
| Admin fee / account holder | $3 | $502-99.5% | $14,673-100.0% | $593-99.6% |