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 48-1205033 | Recordkeeping | $50,512 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,082 | $42,396+98.3% | $67,313+24.9% | $56,287+49.4% |
| Participation rate | 45.1% | 61.0%-15.9pp | 69.1%-24.0pp | 69.9%-24.8pp |
| Annual return | -7.57% | -36.63%+29.1pp | -4.08%-3.5pp | -9.96%+2.4pp |
| Employer contribution / active EE | $1,492 | $1,414+5.6% | $2,566-41.8% | $2,111-29.3% |
| Participant deferral / active EE | $4,158 | $2,360+76.2% | $3,568+16.5% | $3,350+24.1% |
| Admin fee / account holder | $639 | $510+25.5% | $4,507-85.8% | $521+22.7% |