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 | $4,107 |
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.)
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 | $41,379 | $69,823-40.7% | $77,163-46.4% | $74,419-44.4% |
| Participation rate | 27.6% | 70.0%-42.4pp | 69.6%-42.0pp | 70.7%-43.2pp |
| Annual return | 18.52% | 19.98%-1.5pp | 37.87%-19.4pp | 34.38%-15.9pp |
| Employer contribution / active EE | $1 | $2,150-100.0% | $2,535-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,525 | $3,558-57.1% | $3,833-60.2% | $4,528-66.3% |
| Admin fee / account holder | $321 | $398-19.3% | $5,472-94.1% | $348-7.7% |