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 | $53,778 |
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 | $67,499 | $57,739+16.9% | $112,229-39.9% | $74,419-9.3% |
| Participation rate | 43.4% | 55.6%-12.2pp | 72.4%-29.0pp | 70.7%-27.3pp |
| Annual return | 20.98% | 19.52%+1.5pp | 30.20%-9.2pp | 34.38%-13.4pp |
| Employer contribution / active EE | $1,857 | $1,675+10.9% | $3,430-45.9% | $2,637-29.6% |
| Participant deferral / active EE | $3,474 | $2,891+20.1% | $4,798-27.6% | $4,528-23.3% |
| Admin fee / account holder | $1 | $462-99.7% | $7,748-100.0% | $348-99.6% |