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 19 · EIN 51-0396365 | Securities Custodian | $45,229 |
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 | $123,294 | $51,769+138.2% | $57,343+115.0% | $52,331+135.6% |
| Participation rate | 50.2% | 75.2%-25.0pp | 75.1%-24.9pp | 68.1%-17.9pp |
| Annual return | 1.09% | 2.43%-1.3pp | 24.39%-23.3pp | 4.54%-3.5pp |
| Employer contribution / active EE | $1,614 | $2,335-30.9% | $2,689-40.0% | $1,882-14.2% |
| Participant deferral / active EE | $2,265 | $2,794-18.9% | $3,162-28.4% | $3,022-25.0% |
| Admin fee / account holder | $359 | $295+21.8% | $3,356-89.3% | $592-39.3% |