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 | $224 |
Employer 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,890 | $84,487-9.0% | $125,339-38.7% | $66,914+14.9% |
| Participation rate | 73.0% | 76.4%-3.4pp | 82.4%-9.4pp | 69.8%+3.2pp |
| Annual return | -13.84% | -8.39%-5.5pp | 572.05%-585.9pp | 1.58%-15.4pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,695 | $6,781-16.0% | $7,446-23.5% | $4,237+34.4% |
| Admin fee / account holder | $555 | $685-18.9% | $10,010-94.5% | $593-6.4% |