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 04-2647786 | Recordkeeping Fees | $3,488 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,388 | $58,320-13.6% | $86,436-41.7% | $66,914-24.7% |
| Participation rate | 58.2% | 78.6%-20.4pp | 80.3%-22.1pp | 69.8%-11.6pp |
| Annual return | -15.50% | -9.71%-5.8pp | 4394.89%-4410.4pp | 1.58%-17.1pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,882 | $6,899-0.2% | $6,952-1.0% | $4,237+62.4% |
| Admin fee / account holder | $78 | $546-85.7% | $6,731-98.8% | $593-86.8% |