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 | $336 |
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 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 | $24,335 | $23,224+4.8% | $71,086-65.8% | $55,725-56.3% |
| Participation rate | 23.6% | 37.9%-14.2pp | 54.7%-31.0pp | 70.9%-47.2pp |
| Annual return | -6.16% | -2.87%-3.3pp | 650.59%-656.8pp | 244.93%-251.1pp |
| Employer contribution / active EE | $0 | $436-100.0% | $1,088-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $659 | $929-29.1% | $1,874-64.8% | $3,356-80.4% |
| Admin fee / account holder | $418 | $118+254.5% | $3,082-86.4% | $115+263.0% |