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 | $2,597 |
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 | $92,666 | $81,900+13.1% | $119,609-22.5% | $68,494+35.3% |
| Participation rate | 51.7% | 71.9%-20.2pp | 79.3%-27.6pp | 67.9%-16.2pp |
| Annual return | -15.16% | -23.82%+8.7pp | -14.97%-0.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,296 | $2,693-51.9% | $4,232-69.4% | $2,596-50.1% |
| Participant deferral / active EE | $2,062 | $4,148-50.3% | $5,602-63.2% | $4,027-48.8% |
| Admin fee / account holder | $570 | $6,582-91.3% | $10,323-94.5% | $5,403-89.5% |