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 15 · EIN 01-0233346 | Recordkeeping | $2,439 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,215 | $64,119+32.9% | $112,228-24.1% | $66,914+27.3% |
| Participation rate | 42.1% | 68.5%-26.4pp | 75.1%-33.0pp | 69.8%-27.7pp |
| Annual return | 22.11% | -13.81%+35.9pp | 27.45%-5.3pp | 1.58%+20.5pp |
| Employer contribution / active EE | $1,299 | $3,005-56.8% | $3,635-64.3% | $2,544-48.9% |
| Participant deferral / active EE | $2,510 | $3,693-32.0% | $4,728-46.9% | $4,237-40.8% |
| Admin fee / account holder | $537 | $625-14.1% | $6,410-91.6% | $593-9.5% |