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 | $14,193 |
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 | $144,008 | $71,802+100.6% | $133,980+7.5% | $57,658+149.8% |
| Participation rate | 65.9% | 85.5%-19.6pp | 87.1%-21.2pp | 70.2%-4.4pp |
| Annual return | 18.22% | 13.51%+4.7pp | 29.30%-11.1pp | 5.13%+13.1pp |
| Employer contribution / active EE | $1,986 | $3,161-37.2% | $5,211-61.9% | $1,974+0.6% |
| Participant deferral / active EE | $5,025 | $4,606+9.1% | $6,282-20.0% | $3,061+64.2% |
| Admin fee / account holder | $19 | $88-78.2% | $9,324-99.8% | $95-79.8% |