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 |
|---|---|---|
WHITTLESEY PC2 years Service code 10 · EIN 06-0903326 | Accounting | $12,121 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $62,182 | $47,922+29.8% | $75,886-18.1% | $65,185-4.6% |
| Participation rate | 16.2% | 63.0%-46.8pp | 69.3%-53.1pp | 70.2%-54.0pp |
| Annual return | 20.47% | 24.12%-3.6pp | 30.76%-10.3pp | 29.38%-8.9pp |
| Employer contribution / active EE | $352 | $1,557-77.4% | $2,500-85.9% | $2,177-83.8% |
| Participant deferral / active EE | $645 | $2,550-74.7% | $3,603-82.1% | $3,514-81.6% |
| Admin fee / account holder | $849 | $532+59.8% | $5,418-84.3% | $847+0.3% |