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 64 · EIN 39-6040276 | Recordkeeping Fees | $4,080 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,869 | $49,451-37.6% | $79,550-61.2% | $66,914-53.9% |
| Participation rate | 55.1% | 61.3%-6.3pp | 69.5%-14.4pp | 69.8%-14.7pp |
| Annual return | -15.80% | 84.25%-100.1pp | 0.16%-16.0pp | 1.58%-17.4pp |
| Employer contribution / active EE | $382 | $1,266-69.8% | $2,413-84.2% | $2,544-85.0% |
| Participant deferral / active EE | $2,450 | $3,159-22.4% | $3,985-38.5% | $4,237-42.2% |
| Admin fee / account holder | $63 | $595-89.4% | $6,832-99.1% | $593-89.4% |