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 |
|---|---|---|
MARCUM LLP4 years Filed as: MARCUM, LLP Service code 10 · EIN 11-1986323 | Accounting | $30,900 |
PASI, LLC1 year Service code 49 · EIN 26-1407927 | Other Services | $9,256 |
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 | $24,700 | $72,277-65.8% | $101,248-75.6% | $79,858-69.1% |
| Participation rate | 52.3% | 68.5%-16.2pp | 75.8%-23.5pp | 69.6%-17.4pp |
| Annual return | 12.39% | 22.30%-9.9pp | 46.47%-34.1pp | 31.71%-19.3pp |
| Employer contribution / active EE | $4,904 | $2,692+82.2% | $3,660+34.0% | $2,471+98.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $541 | $4,400-87.7% | $5,945-90.9% | $5,306-89.8% |