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 |
|---|---|---|
TRI-AD ACTUARIES, INC.4+ years Service code 10 · EIN 95-2887986 | Accounting | $37,868 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,671 | $42,548+96.7% | $74,550+12.2% | $56,287+48.7% |
| Participation rate | 61.0% | 60.5%+0.5pp | 69.1%-8.1pp | 69.9%-8.9pp |
| Annual return | -5.25% | 12.40%-17.6pp | 32.53%-37.8pp | -9.96%+4.7pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,145 | $2,277+38.1% | $3,108+1.2% | $3,350-6.1% |
| Admin fee / account holder | $549 | $467+17.5% | $5,060-89.2% | $521+5.4% |