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 | $1,444 |
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 | $36,616 | $51,315-28.6% | $95,745-61.8% | $71,457-48.8% |
| Participation rate | 40.8% | 63.0%-22.2pp | 72.3%-31.5pp | 67.9%-27.1pp |
| Annual return | 19.71% | 25.26%-5.5pp | 28.35%-8.6pp | 28.85%-9.1pp |
| Employer contribution / active EE | $1,389 | $1,819-23.6% | $2,835-51.0% | $2,588-46.3% |
| Participant deferral / active EE | $2,211 | $3,358-34.2% | $4,245-47.9% | $4,289-48.4% |
| Admin fee / account holder | $627 | $1,137-44.9% | $5,678-89.0% | $1,587-60.5% |