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 | $106 |
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 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 | $74,251 | $54,573+36.1% | $90,951-18.4% | $73,488+1.0% |
| Participation rate | 66.1% | 61.2%+5.0pp | 69.0%-2.9pp | 70.7%-4.5pp |
| Annual return | 16.53% | 16.69%-0.2pp | 134.60%-118.1pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,966 | $991+98.3% | $2,122-7.3% | $2,270-13.4% |
| Participant deferral / active EE | $4,498 | $2,517+78.7% | $3,373+33.4% | $3,740+20.3% |
| Admin fee / account holder | $464 | $521-11.1% | $5,959-92.2% | $513-9.7% |