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 | $1,578 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,267 | $432,047-80.7% | $151,611-45.1% | - |
| Participation rate | 74.7% | 83.9%-9.2pp | 87.5%-12.8pp | - |
| Annual return | -17.86% | -11.21%-6.6pp | 3.33%-21.2pp | - |
| Employer contribution / active EE | $2,523 | $4,228-40.3% | $6,166-59.1% | - |
| Participant deferral / active EE | $3,827 | $7,208-46.9% | $8,363-54.2% | - |
| Admin fee / account holder | $620 | $147,941-99.6% | $11,616-94.7% | - |