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 | $1,494 |
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 | $65,357 | $72,607-10.0% | $90,749-28.0% | $66,914-2.3% |
| Participation rate | 51.0% | 73.7%-22.7pp | 75.7%-24.7pp | 69.8%-18.8pp |
| Annual return | -13.49% | -12.28%-1.2pp | -12.16%-1.3pp | 1.58%-15.1pp |
| Employer contribution / active EE | $1,551 | $2,369-34.5% | $2,921-46.9% | $2,544-39.0% |
| Participant deferral / active EE | $2,492 | $3,977-37.3% | $4,564-45.4% | $4,237-41.2% |
| Admin fee / account holder | $731 | $707+3.4% | $8,445-91.3% | $593+23.3% |