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 35-0145825 | Recordkeeping | $10,594 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $115,500 | $99,957+15.5% | $149,696-22.8% | $73,488+57.2% |
| Participation rate | 91.1% | 75.7%+15.4pp | 82.5%+8.6pp | 70.7%+20.4pp |
| Annual return | 11.62% | 53.87%-42.3pp | 276.60%-265.0pp | 28.51%-16.9pp |
| Employer contribution / active EE | $69 | $3,191-97.8% | $4,644-98.5% | $2,270-96.9% |
| Participant deferral / active EE | $6,033 | $6,073-0.7% | $6,842-11.8% | $3,740+61.3% |
| Admin fee / account holder | $4 | $551-99.2% | $9,309-100.0% | $513-99.2% |