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 62-1291257 | Recordkeeping | $50,820 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,850 | $37,393-44.2% | $77,024-72.9% | $66,914-68.8% |
| Participation rate | 75.7% | 52.9%+22.8pp | 67.9%+7.7pp | 69.8%+5.8pp |
| Annual return | -16.86% | -3.29%-13.6pp | 42.32%-59.2pp | 1.58%-18.4pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,404 | $2,617+68.3% | $4,426-0.5% | $4,237+4.0% |
| Admin fee / account holder | $350 | $567-38.2% | $5,425-93.5% | $593-40.9% |