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 | Recordkeeping fees; Recordkeeping and... | $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 | $74,661+82.9% | $160,784-15.1% | $67,986+100.9% |
| Participation rate | 40.4% | 57.1%-16.8pp | 77.0%-36.6pp | 57.2%-16.8pp |
| Annual return | 15.78% | 28.83%-13.1pp | 1803.92%-1788.1pp | 31.67%-15.9pp |
| Employer contribution / active EE | $2,011 | $1,829+9.9% | $3,733-46.1% | $2,019-0.4% |
| Participant deferral / active EE | $4,087 | $3,681+11.0% | $6,293-35.0% | $3,358+21.7% |
| Admin fee / account holder | $674 | $3,959-83.0% | $9,717-93.1% | $3,203-79.0% |