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 9-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 16-1503696 | Recordkeeping | $67,662 |
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 | $58,190 | $52,293+11.3% | $178,490-67.4% | $73,409-20.7% |
| Participation rate | 42.6% | 65.3%-22.8pp | 81.9%-39.4pp | 72.2%-29.6pp |
| Annual return | 15.34% | 34.75%-19.4pp | 151.07%-135.7pp | 59.29%-43.9pp |
| Employer contribution / active EE | $570 | $1,735-67.2% | $5,011-88.6% | $2,234-74.5% |
| Participant deferral / active EE | $1,629 | $2,332-30.1% | $5,202-68.7% | $3,805-57.2% |
| Admin fee / account holder | $340 | $127+167.0% | $13,984-97.6% | $158+115.4% |