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 9-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 | $3,237 |
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 | $65,274 | $106,110-38.5% | $147,005-55.6% | $77,671-16.0% |
| Participation rate | 44.6% | 78.4%-33.8pp | 82.2%-37.6pp | 70.6%-26.0pp |
| Annual return | 18.23% | 56.77%-38.5pp | 418.76%-400.5pp | 31.21%-13.0pp |
| Employer contribution / active EE | $1,139 | $4,065-72.0% | $4,934-76.9% | $2,726-58.2% |
| Participant deferral / active EE | $4,375 | $7,992-45.3% | $8,070-45.8% | $4,648-5.9% |
| Admin fee / account holder | $441 | $338+30.7% | $13,006-96.6% | $430+2.6% |