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 3-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 | $1,616 |
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 | $34,264 | $76,670-55.3% | $96,683-64.6% | $71,457-52.0% |
| Participation rate | 47.3% | 66.6%-19.3pp | 74.3%-27.1pp | 67.9%-20.7pp |
| Annual return | 18.21% | 48.29%-30.1pp | 35.69%-17.5pp | 28.85%-10.6pp |
| Employer contribution / active EE | $1,475 | $3,031-51.3% | $3,737-60.5% | $2,588-43.0% |
| Participant deferral / active EE | $2,644 | $3,771-29.9% | $4,878-45.8% | $4,289-38.4% |
| Admin fee / account holder | $339 | $2,028-83.3% | $6,730-95.0% | $1,587-78.7% |