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 64 · EIN 71-0294708 | Recordkeeping Fees | $34,364 |
Service code 99 · EIN 47-1411118 | Other Fees | $21,300 |
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 | $104,354 | $76,050+37.2% | $96,544+8.1% | $71,457+46.0% |
| Participation rate | 55.5% | 74.4%-18.9pp | 76.0%-20.5pp | 67.9%-12.4pp |
| Annual return | 17.07% | 22.81%-5.7pp | 25.84%-8.8pp | 28.85%-11.8pp |
| Employer contribution / active EE | $1,690 | $2,244-24.7% | $2,965-43.0% | $2,588-34.7% |
| Participant deferral / active EE | $3,322 | $4,215-21.2% | $4,851-31.5% | $4,289-22.5% |
| Admin fee / account holder | $400 | $2,707-85.2% | $8,252-95.2% | $1,587-74.8% |