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 13 · EIN 42-0127290 | Contract Administrator | $1,243 |
Service code 49 · EIN 74-2794194 | Other Services | $1,159 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,464 | $64,119+33.3% | $112,228-23.8% | $66,914+27.7% |
| Participation rate | 67.2% | 68.5%-1.2pp | 75.1%-7.8pp | 69.8%-2.6pp |
| Annual return | -19.88% | -13.81%-6.1pp | 27.45%-47.3pp | 1.58%-21.5pp |
| Employer contribution / active EE | $1,036 | $3,005-65.5% | $3,635-71.5% | $2,544-59.3% |
| Participant deferral / active EE | $5,039 | $3,693+36.4% | $4,728+6.6% | $4,237+18.9% |
| Admin fee / account holder | $9 | $625-98.5% | $6,410-99.9% | $593-98.5% |