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 | $88,567 |
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 | $65,855 | $53,165+23.9% | $86,188-23.6% | $74,419-11.5% |
| Participation rate | 67.2% | 64.9%+2.3pp | 69.0%-1.8pp | 70.7%-3.5pp |
| Annual return | 13.97% | 22.64%-8.7pp | 1168.45%-1154.5pp | 34.38%-20.4pp |
| Employer contribution / active EE | $1,783 | $1,210+47.4% | $2,380-25.1% | $2,637-32.4% |
| Participant deferral / active EE | $3,306 | $3,234+2.2% | $3,985-17.0% | $4,528-27.0% |
| Admin fee / account holder | $233 | $551-57.7% | $6,852-96.6% | $348-32.9% |