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 | $822 |
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 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 | $74,985 | $70,908+5.8% | $98,907-24.2% | $73,488+2.0% |
| Participation rate | 45.7% | 73.8%-28.1pp | 76.0%-30.3pp | 70.7%-25.0pp |
| Annual return | 15.97% | 34.17%-18.2pp | 196.43%-180.5pp | 28.51%-12.5pp |
| Employer contribution / active EE | $1,063 | $2,036-47.8% | $2,689-60.5% | $2,270-53.2% |
| Participant deferral / active EE | $1,887 | $3,500-46.1% | $4,244-55.5% | $3,740-49.5% |
| Admin fee / account holder | $715 | $535+33.6% | $6,642-89.2% | $513+39.3% |