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 | $96,641 |
Filed as: AGUIAR CABRERA MACEO & CO LLP Service code 10 · EIN 46-1947751 | Accounting | $18,150 |
THE BENEFIT PRACTICE6 years Service code 15 · EIN 13-4144565 | Recordkeeping | $14,340 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,139 | $66,457+20.6% | $81,382-1.5% | $77,643+3.2% |
| Participation rate | 56.6% | 68.7%-12.2pp | 69.5%-12.9pp | 70.6%-14.0pp |
| Annual return | 12.54% | 15.93%-3.4pp | 24.73%-12.2pp | 31.24%-18.7pp |
| Employer contribution / active EE | $1,823 | $2,159-15.6% | $2,463-26.0% | $2,726-33.1% |
| Participant deferral / active EE | $3,624 | $3,679-1.5% | $3,883-6.7% | $4,647-22.0% |
| Admin fee / account holder | $422 | $583-27.6% | $5,768-92.7% | $430-2.0% |