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 | $34,426 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,865 | $57,016-40.6% | $84,966-60.1% | $80,856-58.1% |
| Participation rate | 24.7% | 56.3%-31.6pp | 67.5%-42.8pp | 67.6%-42.9pp |
| Annual return | 9.95% | 21.66%-11.7pp | 66.38%-56.4pp | 35.59%-25.6pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,360 | $3,110-24.1% | $4,519-47.8% | $4,296-45.1% |
| Admin fee / account holder | $410 | $4,980-91.8% | $6,149-93.3% | $6,918-94.1% |