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 | $44,787 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,218 | $49,451-4.5% | $79,550-40.6% | $66,914-29.4% |
| Participation rate | 64.7% | 61.3%+3.4pp | 69.5%-4.7pp | 69.8%-5.1pp |
| Annual return | -13.84% | 84.25%-98.1pp | 0.16%-14.0pp | 1.58%-15.4pp |
| Employer contribution / active EE | $3,465 | $1,266+173.8% | $2,413+43.6% | $2,544+36.2% |
| Participant deferral / active EE | $2,406 | $3,159-23.8% | $3,985-39.6% | $4,237-43.2% |
| Admin fee / account holder | $366 | $595-38.4% | $6,832-94.6% | $593-38.3% |