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 | $100 |
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 | $47,508 | $37,393+27.1% | $77,024-38.3% | $66,914-29.0% |
| Participation rate | 33.0% | 52.9%-19.9pp | 67.9%-34.9pp | 69.8%-36.8pp |
| Annual return | -16.70% | -3.29%-13.4pp | 42.32%-59.0pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,243 | $1,531-18.8% | $2,812-55.8% | $2,544-51.1% |
| Participant deferral / active EE | $2,513 | $2,617-4.0% | $4,426-43.2% | $4,237-40.7% |
| Admin fee / account holder | $513 | $567-9.5% | $5,425-90.5% | $593-13.6% |