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 13-3689044 | Recordkeeping | $74,407 |
OSAIC WEALTH INC2 years Service code 22 · EIN 93-0987232 | Insurance Broker | $49,711 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $11,504 |
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 | $97,855 | $66,098+48.0% | $101,794-3.9% | $74,304+31.7% |
| Participation rate | 63.4% | 53.8%+9.7pp | 69.2%-5.7pp | 60.3%+3.1pp |
| Annual return | 13.51% | 19.59%-6.1pp | 30.53%-17.0pp | 29.43%-15.9pp |
| Employer contribution / active EE | $710 | $1,082-34.4% | $2,289-69.0% | $2,241-68.3% |
| Participant deferral / active EE | $4,024 | $2,781+44.7% | $4,084-1.5% | $3,767+6.8% |
| Admin fee / account holder | $475 | $4,146-88.5% | $8,777-94.6% | $2,969-84.0% |