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 | $726 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,182 | $76,670+4.6% | $96,683-17.1% | $71,457+12.2% |
| Participation rate | 58.4% | 66.6%-8.2pp | 74.3%-15.9pp | 67.9%-9.5pp |
| Annual return | 10.89% | 48.29%-37.4pp | 35.69%-24.8pp | 28.85%-18.0pp |
| Employer contribution / active EE | $1,390 | $3,031-54.2% | $3,737-62.8% | $2,588-46.3% |
| Participant deferral / active EE | $4,227 | $3,771+12.1% | $4,878-13.3% | $4,289-1.4% |
| Admin fee / account holder | $384 | $2,028-81.1% | $6,730-94.3% | $1,587-75.8% |