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 | $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.)
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 | $186,192 | $60,776+206.4% | $85,682+117.3% | $79,386+134.5% |
| Participation rate | 65.5% | 62.1%+3.5pp | 69.9%-4.3pp | 70.7%-5.2pp |
| Annual return | 9.69% | 16.57%-6.9pp | 21.49%-11.8pp | 116.85%-107.2pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,618-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $9,349 | $2,919+220.3% | $3,923+138.3% | $4,046+131.1% |
| Admin fee / account holder | $1,290 | $438+194.3% | $6,873-81.2% | $626+106.0% |