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 | $8,500 |
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 | $63,120 | $119,446-47.2% | $150,045-57.9% | $85,563-26.2% |
| Participation rate | 63.1% | 75.4%-12.3pp | 82.3%-19.2pp | 66.0%-2.9pp |
| Annual return | 22.91% | 23.72%-0.8pp | 62.55%-39.6pp | 31.51%-8.6pp |
| Employer contribution / active EE | $3,254 | $4,078-20.2% | $4,693-30.7% | $2,654+22.6% |
| Participant deferral / active EE | $6,707 | $7,985-16.0% | $7,997-16.1% | $4,375+53.3% |
| Admin fee / account holder | $344 | $548-37.2% | $13,435-97.4% | $834-58.8% |