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 27 · EIN 46-3259931 | Advisory (Plan) | $17,659 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $15,972 |
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 | $99,127 | $70,428+40.8% | $96,562+2.7% | $85,850+15.5% |
| Participation rate | 69.8% | 61.8%+8.0pp | 69.8%0pp | 69.3%+0.5pp |
| Annual return | 15.13% | 18.59%-3.5pp | 37.78%-22.7pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,399 | $1,413-1.0% | $2,356-40.6% | $2,565-45.5% |
| Participant deferral / active EE | $3,327 | $2,894+15.0% | $3,849-13.6% | $3,952-15.8% |
| Admin fee / account holder | $426 | $4,997-91.5% | $6,181-93.1% | $6,260-93.2% |