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 |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $26,426 |
GEFFENMESHER4 years Service code 10 888 SW 5TH AVE, STE 800 · PORTLAND, OR 97204 | Accounting | $21,125 |
HUMAN INTEREST ADVISOR LLC4 years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $7,728 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,528 | $73,360-80.2% | $177,989-91.8% | $74,495-80.5% |
| Participation rate | 54.6% | 66.6%-12.0pp | 77.1%-22.5pp | 67.2%-12.6pp |
| Annual return | 8.20% | 17.49%-9.3pp | 294.48%-286.3pp | 1364.94%-1356.7pp |
| Employer contribution / active EE | $743 | $2,216-66.5% | $3,949-81.2% | $2,623-71.7% |
| Participant deferral / active EE | $1,552 | $4,513-65.6% | $6,276-75.3% | $4,346-64.3% |
| Admin fee / account holder | $562 | $1,808-68.9% | $10,363-94.6% | $1,942-71.1% |