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 35-0145825 | Recordkeeping | $94,161 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $36,241 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,348 | $75,828+75.9% | $147,614-9.7% | $59,632+123.6% |
| Participation rate | 45.5% | 71.6%-26.1pp | 84.6%-39.2pp | 68.7%-23.2pp |
| Annual return | -2.77% | 0.37%-3.1pp | 61.98%-64.8pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $2,685 | $3,485-22.9% | $5,564-51.7% | $2,203+21.9% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $412 | $5,985-93.1% | $11,611-96.4% | $4,297-90.4% |