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 13-3689044 | Recordkeeping | $22,638 |
CFO4LIFE3+ years Service code 27 · EIN 20-4413352 | Advisory (Plan) | $14,379 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,191 | $56,443-48.3% | $83,848-65.2% | $55,725-47.6% |
| Participation rate | 15.0% | 72.0%-57.0pp | 76.1%-61.1pp | 70.9%-55.9pp |
| Annual return | -6.78% | 393.67%-400.4pp | 850.88%-857.7pp | 244.93%-251.7pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $3,631-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $460 | $2,965-84.5% | $4,082-88.7% | $3,356-86.3% |
| Admin fee / account holder | $389 | $156+148.8% | $5,478-92.9% | $115+237.5% |