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 01-0233346 | Recordkeeping | $136 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,754 | $73,638-35.2% | $95,952-50.2% | $73,488-35.0% |
| Participation rate | 27.5% | 76.2%-48.7pp | 77.1%-49.6pp | 70.7%-43.2pp |
| Annual return | 16.40% | 16.78%-0.4pp | 91.61%-75.2pp | 28.51%-12.1pp |
| Employer contribution / active EE | $657 | $1,863-64.8% | $2,541-74.2% | $2,270-71.1% |
| Participant deferral / active EE | $1,937 | $3,617-46.4% | $4,167-53.5% | $3,740-48.2% |
| Admin fee / account holder | $3 | $482-99.4% | $6,795-100.0% | $513-99.4% |