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 01-0233346 | Recordkeeping | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,931 | $63,442+7.1% | $68,791-1.3% | $66,914+1.5% |
| Participation rate | 58.3% | 60.0%-1.6pp | 69.0%-10.7pp | 69.8%-11.5pp |
| Annual return | -16.31% | -8.29%-8.0pp | -6.38%-9.9pp | 1.58%-17.9pp |
| Employer contribution / active EE | $347 | $1,775-80.4% | $2,655-86.9% | $2,544-86.4% |
| Participant deferral / active EE | $2,626 | $2,945-10.8% | $3,941-33.4% | $4,237-38.0% |
| Admin fee / account holder | $334 | $577-42.1% | $4,932-93.2% | $593-43.7% |