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 | $3,739 |
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 | $73,554 | $82,917-11.3% | $103,333-28.8% | $77,643-5.3% |
| Participation rate | 44.1% | 71.6%-27.5pp | 74.5%-30.4pp | 70.6%-26.5pp |
| Annual return | 12.54% | 19.13%-6.6pp | 24.88%-12.3pp | 31.24%-18.7pp |
| Employer contribution / active EE | $1,461 | $3,552-58.9% | $3,868-62.2% | $2,726-46.4% |
| Participant deferral / active EE | $2,840 | $4,108-30.9% | $5,057-43.8% | $4,647-38.9% |
| Admin fee / account holder | $413 | $638-35.2% | $8,355-95.1% | $430-4.0% |