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 | $67,328 |
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 | $78,442 | $72,994+7.5% | $120,354-34.8% | $77,643+1.0% |
| Participation rate | 40.5% | 55.2%-14.8pp | 71.9%-31.4pp | 70.6%-30.1pp |
| Annual return | 14.45% | 18.23%-3.8pp | 107.15%-92.7pp | 31.24%-16.8pp |
| Employer contribution / active EE | $1,743 | $1,793-2.8% | $3,463-49.7% | $2,726-36.1% |
| Participant deferral / active EE | $3,402 | $3,011+13.0% | $4,991-31.8% | $4,647-26.8% |
| Admin fee / account holder | $1 | $658-99.8% | $9,423-100.0% | $430-99.7% |