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 7-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 | $4,872 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $4,136 | $26,114-84.2% | $58,482-92.9% | $74,419-94.4% |
| Participation rate | 91.3% | 32.1%+59.1pp | 50.9%+40.4pp | 70.7%+20.5pp |
| Annual return | 20.12% | 32.51%-12.4pp | 4239.32%-4219.2pp | 34.38%-14.3pp |
| Employer contribution / active EE | $249 | $536-53.5% | $1,053-76.3% | $2,637-90.6% |
| Participant deferral / active EE | $1,422 | $1,075+32.3% | $1,924-26.1% | $4,528-68.6% |
| Admin fee / account holder | $68 | $649-89.6% | $2,516-97.3% | $348-80.5% |