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 | $585 |
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.)
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 | $41,788 | $74,706-44.1% | $75,696-44.8% | $79,386-47.4% |
| Participation rate | 62.0% | 75.3%-13.4pp | 74.8%-12.9pp | 70.7%-8.7pp |
| Annual return | 12.89% | 18.52%-5.6pp | 104.53%-91.6pp | 116.85%-104.0pp |
| Employer contribution / active EE | $1,215 | $2,590-53.1% | $2,743-55.7% | $2,427-50.0% |
| Participant deferral / active EE | $3,570 | $3,533+1.0% | $3,821-6.6% | $4,046-11.8% |
| Admin fee / account holder | $301 | $374-19.7% | $3,619-91.7% | $626-52.0% |