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 16-1450952 | Recordkeeping | $66,954 |
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 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 | $126,670 | $38,365+230.2% | $84,611+49.7% | $65,185+94.3% |
| Participation rate | 68.5% | 55.7%+12.8pp | 68.2%+0.2pp | 70.2%-1.7pp |
| Annual return | 23.53% | 32.00%-8.5pp | 258.74%-235.2pp | 29.38%-5.9pp |
| Employer contribution / active EE | $2,057 | $1,258+63.4% | $2,652-22.5% | $2,177-5.5% |
| Participant deferral / active EE | $3,504 | $2,278+53.8% | $3,899-10.1% | $3,514-0.3% |
| Admin fee / account holder | $511 | $451+13.2% | $4,912-89.6% | $847-39.7% |