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 27 · EIN 41-0973005 | Advisory (Plan) | $28,578 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $18,053 |
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 | $46,904 | $65,862-28.8% | $124,672-62.4% | $79,386-40.9% |
| Participation rate | 60.9% | 62.2%-1.3pp | 74.6%-13.7pp | 70.7%-9.8pp |
| Annual return | 18.51% | 19.02%-0.5pp | 5142.93%-5124.4pp | 116.85%-98.3pp |
| Employer contribution / active EE | $1,283 | $1,883-31.9% | $3,324-61.4% | $2,427-47.1% |
| Participant deferral / active EE | $2,941 | $2,772+6.1% | $4,614-36.3% | $4,046-27.3% |
| Admin fee / account holder | $347 | $673-48.4% | $7,493-95.4% | $626-44.6% |