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 7-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 12 · EIN 23-3038464 | Consulting (general); Participant loa... | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,577 | $81,625+67.3% | $167,512-18.5% | $74,304+83.8% |
| Participation rate | 40.4% | 60.0%-19.7pp | 77.1%-36.7pp | 60.3%-20.0pp |
| Annual return | 15.78% | 26.09%-10.3pp | 1615.79%-1600.0pp | 29.43%-13.7pp |
| Employer contribution / active EE | $2,011 | $2,0100% | $3,882-48.2% | $2,241-10.3% |
| Participant deferral / active EE | $4,087 | $4,115-0.7% | $6,405-36.2% | $3,767+8.5% |
| Admin fee / account holder | $674 | $3,474-80.6% | $9,769-93.1% | $2,969-77.3% |