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 27 · EIN 47-1411118 | Advisory (Plan) | $12,951 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $11,387 |
RETIREMENT SOLUTION GROUP3 years Service code 15 · EIN 20-2668095 | Recordkeeping | $1,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $56,692 | $73,638-23.0% | $95,952-40.9% | $73,488-22.9% |
| Participation rate | 57.3% | 76.2%-18.9pp | 77.1%-19.8pp | 70.7%-13.4pp |
| Annual return | 10.13% | 16.78%-6.7pp | 91.61%-81.5pp | 28.51%-18.4pp |
| Employer contribution / active EE | $251 | $1,863-86.5% | $2,541-90.1% | $2,270-88.9% |
| Participant deferral / active EE | $1,877 | $3,617-48.1% | $4,167-55.0% | $3,740-49.8% |
| Admin fee / account holder | $303 | $482-37.1% | $6,795-95.5% | $513-40.9% |