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 01-0233346 | Recordkeeping | $120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,601 | $64,119-19.5% | $112,228-54.0% | $66,914-22.9% |
| Participation rate | 23.2% | 68.5%-45.2pp | 75.1%-51.8pp | 69.8%-46.6pp |
| Annual return | -16.47% | -13.81%-2.7pp | 27.45%-43.9pp | 1.58%-18.1pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,161 | $3,693-68.6% | $4,728-75.4% | $4,237-72.6% |
| Admin fee / account holder | $633 | $625+1.3% | $6,410-90.1% | $593+6.7% |