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 | $8,856 |
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 | $161,695 | $81,537+98.3% | $149,718+8.0% | $69,631+132.2% |
| Participation rate | 67.5% | 86.1%-18.7pp | 87.1%-19.6pp | 70.7%-3.2pp |
| Annual return | 17.69% | 22.79%-5.1pp | 1501.63%-1483.9pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $2,065 | $3,239-36.2% | $5,445-62.1% | $2,032+1.6% |
| Participant deferral / active EE | $5,304 | $4,994+6.2% | $6,569-19.3% | $3,224+64.5% |
| Admin fee / account holder | $11 | $107-89.3% | $11,283-99.9% | $110-89.7% |