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 | $75,725 |
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 | $128,877 | $95,542+34.9% | $69,455+85.6% | $67,579+90.7% |
| Participation rate | 44.5% | 79.4%-34.8pp | 74.6%-30.1pp | 71.3%-26.8pp |
| Annual return | 17.59% | 17.67%-0.1pp | 28.97%-11.4pp | 378.56%-361.0pp |
| Employer contribution / active EE | $1,732 | $2,989-42.1% | $2,779-37.7% | $2,148-19.4% |
| Participant deferral / active EE | $2,353 | $3,263-27.9% | $3,535-33.4% | $3,539-33.5% |
| Admin fee / account holder | $2,071 | $90+2205.7% | $3,839-46.1% | $142+1355.7% |