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 | $4,206 |
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 | $152,230 | $78,419+94.1% | $133,956+13.6% | $73,409+107.4% |
| Participation rate | 47.5% | 78.6%-31.1pp | 79.8%-32.3pp | 72.2%-24.7pp |
| Annual return | 15.23% | 33.35%-18.1pp | 45.09%-29.9pp | 59.29%-44.1pp |
| Employer contribution / active EE | $823 | $2,044-59.7% | $3,919-79.0% | $2,234-63.1% |
| Participant deferral / active EE | $2,352 | $3,925-40.1% | $5,048-53.4% | $3,805-38.2% |
| Admin fee / account holder | $416 | $161+157.9% | $8,927-95.3% | $158+163.5% |