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 | $2,692 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,367 | $55,415+21.6% | $155,509-56.7% | $74,495-9.6% |
| Participation rate | 46.3% | 61.9%-15.6pp | 78.2%-31.9pp | 67.2%-20.9pp |
| Annual return | 14.92% | 268.50%-253.6pp | 64.67%-49.7pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,412 | $2,267-37.7% | $4,672-69.8% | $2,623-46.2% |
| Participant deferral / active EE | $3,204 | $2,836+13.0% | $5,626-43.1% | $4,346-26.3% |
| Admin fee / account holder | $341 | $1,738-80.4% | $15,912-97.9% | $1,942-82.4% |