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 64 · EIN 71-0294708 | Recordkeeping Fees | $57,701 |
MARCUM LLP1 year Service code 64 1 MONTGOMERY ST · SAN FRANCISCO, CA 94014 | Recordkeeping Fees | $35,256 |
NFP RETIREMENT INC2 years Service code 99 · EIN 33-0905143 | Other Fees | $18,855 |
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 | $184,365 | $101,317+82.0% | $146,958+25.5% | $74,495+147.5% |
| Participation rate | 52.5% | 75.5%-23.0pp | 82.2%-29.7pp | 67.2%-14.7pp |
| Annual return | 13.46% | 8730.91%-8717.4pp | 418.34%-404.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $5,189 | $3,810+36.2% | $4,933+5.2% | $2,623+97.8% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $695 | $1,739-60.0% | $12,998-94.7% | $1,942-64.2% |