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 | $18,645 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,754 | $46,297+126.3% | $71,671+46.2% | $62,292+68.2% |
| Participation rate | 68.4% | 60.6%+7.7pp | 68.7%-0.4pp | 69.5%-1.1pp |
| Annual return | 14.91% | 22.32%-7.4pp | 20.65%-5.7pp | 28.90%-14.0pp |
| Employer contribution / active EE | $853 | $1,412-39.6% | $2,460-65.3% | $2,042-58.2% |
| Participant deferral / active EE | $4,345 | $2,235+94.4% | $3,438+26.4% | $3,169+37.1% |
| Admin fee / account holder | $368 | $461-20.1% | $5,558-93.4% | $479-23.2% |