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 5-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 |
|---|---|---|
D'ARCANGELO & CO., LLP3+ years Service code 10 · EIN 13-2550103 | Accounting | $25,000 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,931 | $37,317+23.1% | $77,024-40.4% | $77,904-41.0% |
| Participation rate | 15.9% | 46.9%-31.0pp | 67.9%-52.0pp | 73.7%-57.8pp |
| Annual return | -1.88% | -5.88%+4.0pp | 42.32%-44.2pp | 12.21%-14.1pp |
| Employer contribution / active EE | $317 | $1,218-74.0% | $2,812-88.7% | $2,848-88.9% |
| Participant deferral / active EE | $1,161 | $2,564-54.7% | $4,426-73.8% | $4,806-75.9% |
| Admin fee / account holder | $402 | $126+220.0% | $5,425-92.6% | $133+203.4% |