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 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,477 | $42,353+35.7% | $79,550-27.7% | $64,808-11.3% |
| Participation rate | 64.7% | 64.8%-0.1pp | 69.5%-4.8pp | 71.5%-6.8pp |
| Annual return | -14.56% | -12.24%-2.3pp | 0.16%-14.7pp | 32.82%-47.4pp |
| Employer contribution / active EE | $1,668 | $1,181+41.3% | $2,413-30.9% | $2,506-33.4% |
| Participant deferral / active EE | $3,255 | $3,170+2.7% | $3,985-18.3% | $4,310-24.5% |
| Admin fee / account holder | $232 | $160+45.1% | $6,832-96.6% | $188+23.3% |