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 | $58,569 |
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 | $121,741 | $52,467+132.0% | $57,179+112.9% | $55,167+120.7% |
| Participation rate | 50.6% | 75.8%-25.2pp | 75.3%-24.7pp | 69.0%-18.4pp |
| Annual return | 6.33% | 7.72%-1.4pp | 14.59%-8.3pp | 169.23%-162.9pp |
| Employer contribution / active EE | $1,578 | $2,477-36.3% | $2,682-41.2% | $1,963-19.6% |
| Participant deferral / active EE | $2,341 | $2,830-17.3% | $3,096-24.4% | $3,054-23.4% |
| Admin fee / account holder | $444 | $269+64.9% | $3,139-85.9% | $504-11.9% |