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 | $984 |
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).
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 | $53,859 | $59,805-9.9% | $79,550-32.3% | $68,494-21.4% |
| Participation rate | 69.6% | 61.1%+8.6pp | 69.5%+0.1pp | 67.9%+1.7pp |
| Annual return | -15.72% | -12.30%-3.4pp | 0.16%-15.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $888 | $1,505-41.0% | $2,413-63.2% | $2,596-65.8% |
| Participant deferral / active EE | $4,820 | $3,024+59.4% | $3,985+21.0% | $4,027+19.7% |
| Admin fee / account holder | $428 | $4,835-91.1% | $6,832-93.7% | $5,403-92.1% |