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 26 · EIN 04-2675571 | Advisory (Participants) | $31,564 |
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 | $85,362 | $72,607+17.6% | $90,749-5.9% | $66,914+27.6% |
| Participation rate | 67.9% | 73.7%-5.8pp | 75.7%-7.8pp | 69.8%-1.9pp |
| Annual return | -17.24% | -12.28%-5.0pp | -12.16%-5.1pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,873 | $2,369-20.9% | $2,921-35.9% | $2,544-26.4% |
| Participant deferral / active EE | $6,095 | $3,977+53.2% | $4,564+33.5% | $4,237+43.8% |
| Admin fee / account holder | $430 | $707-39.3% | $8,445-94.9% | $593-27.6% |