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 | $108 |
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 | $73,027 | $49,451+47.7% | $79,550-8.2% | $66,914+9.1% |
| Participation rate | 63.9% | 61.3%+2.6pp | 69.5%-5.6pp | 69.8%-5.9pp |
| Annual return | -15.05% | 84.25%-99.3pp | 0.16%-15.2pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,515 | $1,266+19.7% | $2,413-37.2% | $2,544-40.4% |
| Participant deferral / active EE | $4,598 | $3,159+45.6% | $3,985+15.4% | $4,237+8.5% |
| Admin fee / account holder | $594 | $595-0.1% | $6,832-91.3% | $593+0.1% |