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 | $1,600 |
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 | $42,132 | $80,724-47.8% | $103,333-59.2% | $74,495-43.4% |
| Participation rate | 48.8% | 65.7%-16.9pp | 74.5%-25.7pp | 67.2%-18.4pp |
| Annual return | 12.65% | 27.56%-14.9pp | 24.88%-12.2pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,593 | $3,157-49.5% | $3,868-58.8% | $2,623-39.3% |
| Participant deferral / active EE | $2,962 | $3,860-23.3% | $5,057-41.4% | $4,346-31.8% |
| Admin fee / account holder | $431 | $2,368-81.8% | $8,355-94.8% | $1,942-77.8% |