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 71-0294708 | Recordkeeping Fees | $231,003 |
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.)
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 | $98,648 | $2,679,533-96.3% | $164,866-40.2% | $199,768-50.6% |
| Participation rate | 50.6% | 78.3%-27.7pp | 78.6%-28.0pp | 72.0%-21.4pp |
| Annual return | 17.51% | 17.93%-0.4pp | 69.97%-52.5pp | 34.26%-16.8pp |
| Employer contribution / active EE | $1,211 | $2,970-59.2% | $4,343-72.1% | $3,037-60.1% |
| Participant deferral / active EE | $3,006 | $5,010-40.0% | $6,033-50.2% | $5,090-40.9% |
| Admin fee / account holder | $390 | $1,982-80.4% | $12,689-96.9% | $269+44.8% |