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 | $65,220 |
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 | $130,118 | $57,976+124.4% | $62,995+106.6% | $62,292+108.9% |
| Participation rate | 48.8% | 75.9%-27.1pp | 74.8%-26.0pp | 69.5%-20.7pp |
| Annual return | 14.43% | 17.54%-3.1pp | 87.57%-73.1pp | 28.90%-14.5pp |
| Employer contribution / active EE | $1,630 | $2,415-32.5% | $2,759-40.9% | $2,042-20.2% |
| Participant deferral / active EE | $2,370 | $2,956-19.8% | $3,329-28.8% | $3,169-25.2% |
| Admin fee / account holder | $466 | $276+68.9% | $3,600-87.1% | $479-2.8% |