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 60 · EIN 04-2647786 | Sub-TA Fees | $23,397 |
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 | $110,436 | $61,052+80.9% | $142,863-22.7% | $79,386+39.1% |
| Participation rate | 32.6% | 60.1%-27.5pp | 71.9%-39.3pp | 70.7%-38.1pp |
| Annual return | 19.79% | 16.02%+3.8pp | 5637.54%-5617.7pp | 116.85%-97.1pp |
| Employer contribution / active EE | $1,036 | $1,481-30.0% | $4,144-75.0% | $2,427-57.3% |
| Participant deferral / active EE | $1,913 | $2,879-33.5% | $3,837-50.1% | $4,046-52.7% |
| Admin fee / account holder | $308 | $659-53.3% | $6,560-95.3% | $626-50.9% |