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 | $75,823 |
THE 401(K) EXPERT LLC5 years Service code 99 · EIN 82-2246608 | Other Fees | $20,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,727 | $67,679-39.8% | $155,509-73.8% | $99,062-58.9% |
| Participation rate | 6.7% | 67.2%-60.5pp | 78.2%-71.5pp | 71.6%-64.9pp |
| Annual return | 13.93% | 16.16%-2.2pp | 64.67%-50.7pp | 17.66%-3.7pp |
| Employer contribution / active EE | $0 | $2,268-100.0% | $4,672-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $268 | $3,828-93.0% | $5,626-95.2% | $5,331-95.0% |
| Admin fee / account holder | $144 | $94+53.9% | $15,912-99.1% | $109+32.3% |