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 21 · EIN 39-0394950 | Bank Trustee | $33,282 |
CHORTEK LLP1 year Service code 10 · EIN 42-0993792 | Accounting | $14,000 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $50,605 | $64,119-21.1% | $112,228-54.9% | $66,914-24.4% |
| Participation rate | 65.1% | 68.5%-3.4pp | 75.1%-10.0pp | 69.8%-4.7pp |
| Annual return | -16.89% | -13.81%-3.1pp | 27.45%-44.3pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,207 | $3,005-59.8% | $3,635-66.8% | $2,544-52.5% |
| Participant deferral / active EE | $3,756 | $3,693+1.7% | $4,728-20.6% | $4,237-11.3% |
| Admin fee / account holder | $487 | $625-22.0% | $6,410-92.4% | $593-17.8% |