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 15 · EIN 01-0233346 | Recordkeeping | $816 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,805 | $66,302+14.3% | $110,238-31.2% | $56,287+34.7% |
| Participation rate | 58.5% | 74.9%-16.5pp | 79.8%-21.4pp | 69.9%-11.4pp |
| Annual return | -3.34% | -1.18%-2.2pp | 314.74%-318.1pp | -9.96%+6.6pp |
| Employer contribution / active EE | $827 | $2,047-59.6% | $3,826-78.4% | $2,111-60.8% |
| Participant deferral / active EE | $3,726 | $3,381+10.2% | $4,672-20.3% | $3,350+11.2% |
| Admin fee / account holder | $307 | $698-56.1% | $8,547-96.4% | $521-41.1% |