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 35-0145825 | Recordkeeping | $48,334 |
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 | $59,356 | $62,603-5.2% | $104,294-43.1% | $66,914-11.3% |
| Participation rate | 48.4% | 59.6%-11.2pp | 73.3%-24.9pp | 69.8%-21.4pp |
| Annual return | -14.33% | -14.70%+0.4pp | 24.61%-38.9pp | 1.58%-15.9pp |
| Employer contribution / active EE | $2,018 | $1,972+2.4% | $3,372-40.1% | $2,544-20.7% |
| Participant deferral / active EE | $3,553 | $2,853+24.5% | $4,625-23.2% | $4,237-16.1% |
| Admin fee / account holder | $1 | $656-99.9% | $7,339-100.0% | $593-99.8% |