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 | $81,683 |
Service code 10 · EIN 46-1947751 | Accounting | $17,475 |
THE BENEFIT PRACTICE5 years Service code 15 · EIN 13-4144565 | Recordkeeping | $6,246 |
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 | $69,167 | $69,823-0.9% | $77,163-10.4% | $74,419-7.1% |
| Participation rate | 54.1% | 70.0%-15.9pp | 69.6%-15.4pp | 70.7%-16.6pp |
| Annual return | 16.71% | 19.98%-3.3pp | 37.87%-21.2pp | 34.38%-17.7pp |
| Employer contribution / active EE | $1,529 | $2,150-28.9% | $2,535-39.7% | $2,637-42.0% |
| Participant deferral / active EE | $3,386 | $3,558-4.8% | $3,833-11.7% | $4,528-25.2% |
| Admin fee / account holder | $331 | $398-16.6% | $5,472-93.9% | $348-4.7% |