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 | $1,317 |
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 | $36,085 | $58,879-38.7% | $178,490-79.8% | $73,488-50.9% |
| Participation rate | 33.8% | 66.2%-32.4pp | 81.9%-48.1pp | 70.7%-36.9pp |
| Annual return | 14.23% | 24.86%-10.6pp | 151.07%-136.8pp | 28.51%-14.3pp |
| Employer contribution / active EE | $743 | $2,236-66.8% | $5,011-85.2% | $2,270-67.3% |
| Participant deferral / active EE | $1,445 | $2,567-43.7% | $5,202-72.2% | $3,740-61.3% |
| Admin fee / account holder | $369 | $400-7.8% | $13,984-97.4% | $513-28.1% |