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 | $5,628 |
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 | $60,298 | $54,193+11.3% | $93,606-35.6% | $77,643-22.3% |
| Participation rate | 64.3% | 63.9%+0.4pp | 68.7%-4.4pp | 70.6%-6.3pp |
| Annual return | 13.63% | 30.54%-16.9pp | 133.20%-119.6pp | 31.24%-17.6pp |
| Employer contribution / active EE | $1,230 | $1,168+5.3% | $2,420-49.2% | $2,726-54.9% |
| Participant deferral / active EE | $2,443 | $3,144-22.3% | $4,411-44.6% | $4,647-47.4% |
| Admin fee / account holder | $353 | $576-38.6% | $8,285-95.7% | $430-17.9% |