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 65-0608221 | Recordkeeping | $44,482 |
Filed as: SQUIRE & COMPANY, PC Service code 10 · EIN 87-0343246 | Accounting | $21,500 |
Service code 14 · EIN 87-0567952 | Plan Administrator | $11,089 |
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 | $28,295 | $79,694-64.5% | $96,139-70.6% | $79,386-64.4% |
| Participation rate | 50.8% | 54.0%-3.2pp | 68.4%-17.7pp | 70.7%-20.0pp |
| Annual return | 24.22% | 40.84%-16.6pp | 191.94%-167.7pp | 116.85%-92.6pp |
| Employer contribution / active EE | $1,459 | $1,443+1.1% | $2,797-47.8% | $2,427-39.9% |
| Participant deferral / active EE | $3,007 | $2,539+18.4% | $4,349-30.9% | $4,046-25.7% |
| Admin fee / account holder | $322 | $630-49.0% | $5,537-94.2% | $626-48.7% |