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 | $61,688 |
Service code 14 · EIN 87-0567952 | Plan Administrator | $10,683 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,036 | $37,393-49.1% | $77,024-75.3% | $66,914-71.6% |
| Participation rate | 47.9% | 52.9%-4.9pp | 67.9%-20.0pp | 69.8%-21.9pp |
| Annual return | -55.55% | -3.29%-52.3pp | 42.32%-97.9pp | 1.58%-57.1pp |
| Employer contribution / active EE | $920 | $1,531-39.9% | $2,812-67.3% | $2,544-63.8% |
| Participant deferral / active EE | $2,963 | $2,617+13.2% | $4,426-33.1% | $4,237-30.1% |
| Admin fee / account holder | $382 | $567-32.6% | $5,425-93.0% | $593-35.6% |