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 13-5674085 | Recordkeeping | $15,367 |
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 | $117,096 | $68,413+71.2% | $123,104-4.9% | $55,191+112.2% |
| Participation rate | 68.8% | 84.5%-15.7pp | 86.8%-18.0pp | 69.2%-0.4pp |
| Annual return | 10.92% | 6.30%+4.6pp | 13.22%-2.3pp | 10.78%+0.1pp |
| Employer contribution / active EE | $2,050 | $3,050-32.8% | $5,151-60.2% | $1,899+7.9% |
| Participant deferral / active EE | $4,949 | $4,490+10.2% | $6,230-20.6% | $3,046+62.5% |
| Admin fee / account holder | $15 | $88-82.4% | $9,015-99.8% | $91-83.0% |