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 13-3646501 | Recordkeeping | $4,392 |
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.)
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 | $65,812 | $50,815+29.5% | $155,509-57.7% | $77,643-15.2% |
| Participation rate | 59.6% | 63.1%-3.5pp | 78.2%-18.6pp | 70.6%-11.0pp |
| Annual return | 12.18% | 34.80%-22.6pp | 64.67%-52.5pp | 31.24%-19.1pp |
| Employer contribution / active EE | $930 | $1,993-53.3% | $4,672-80.1% | $2,726-65.9% |
| Participant deferral / active EE | $2,696 | $2,822-4.5% | $5,626-52.1% | $4,647-42.0% |
| Admin fee / account holder | $433 | $437-0.9% | $15,912-97.3% | $430+0.5% |