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 13-3689044 | Recordkeeping | $45,194 |
Service code 22 · EIN 04-3206618 | Insurance Broker | $27,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,625 | $65,435+14.0% | $86,677-13.9% | $66,914+11.5% |
| Participation rate | 55.5% | 75.5%-20.0pp | 76.6%-21.1pp | 69.8%-14.3pp |
| Annual return | -15.58% | -10.89%-4.7pp | 35.91%-51.5pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,832 | $2,153-14.9% | $2,836-35.4% | $2,544-28.0% |
| Participant deferral / active EE | $4,084 | $4,100-0.4% | $4,656-12.3% | $4,237-3.6% |
| Admin fee / account holder | $466 | $642-27.4% | $7,493-93.8% | $593-21.5% |