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 | $1,766 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,609 | $49,915+63.5% | $154,803-47.3% | $74,304+9.8% |
| Participation rate | 47.8% | 54.0%-6.1pp | 78.1%-30.2pp | 60.3%-12.5pp |
| Annual return | 18.03% | 34.06%-16.0pp | 58.88%-40.9pp | 29.43%-11.4pp |
| Employer contribution / active EE | $1,390 | $1,611-13.7% | $4,305-67.7% | $2,241-38.0% |
| Participant deferral / active EE | $3,370 | $2,255+49.5% | $5,540-39.2% | $3,767-10.5% |
| Admin fee / account holder | $373 | $2,189-83.0% | $14,329-97.4% | $2,969-87.4% |