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 | $748 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,954 | $73,102-28.9% | $123,544-57.9% | $56,287-7.7% |
| Participation rate | 58.6% | 74.3%-15.7pp | 82.3%-23.7pp | 69.9%-11.3pp |
| Annual return | -6.27% | 3.01%-9.3pp | 119.20%-125.5pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,164 | $2,977-60.9% | $4,628-74.8% | $2,111-44.8% |
| Participant deferral / active EE | $1,852 | $5,423-65.9% | $6,426-71.2% | $3,350-44.7% |
| Admin fee / account holder | $354 | $554-36.0% | $9,284-96.2% | $521-32.0% |