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 13-3689044 | Recordkeeping | $78,529 |
Service code 10 · EIN 46-1947751 | Accounting | $16,650 |
THE BENEFIT PRACTICE4 years Service code 15 · EIN 13-4144565 | Recordkeeping | $8,995 |
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 | $57,760 | $56,503+2.2% | $70,092-17.6% | $64,808-10.9% |
| Participation rate | 55.5% | 70.5%-14.9pp | 70.5%-14.9pp | 71.5%-15.9pp |
| Annual return | -15.94% | -13.44%-2.5pp | 190.73%-206.7pp | 32.82%-48.8pp |
| Employer contribution / active EE | $1,390 | $2,046-32.1% | $2,559-45.7% | $2,506-44.5% |
| Participant deferral / active EE | $3,422 | $3,389+1.0% | $3,849-11.1% | $4,310-20.6% |
| Admin fee / account holder | $326 | $160+103.0% | $6,267-94.8% | $188+73.4% |