Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $1,806 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,337 | $62,146-54.4% | $81,438-65.2% | $74,546-62.0% |
| Participation rate | 59.3% | 64.1%-4.7pp | 69.5%-10.2pp | 67.2%-7.9pp |
| Annual return | 12.67% | 16.49%-3.8pp | 24.74%-12.1pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $1,503 | $1,883-20.2% | $2,460-38.9% | $2,624-42.7% |
| Participant deferral / active EE | $2,783 | $3,229-13.8% | $3,883-28.3% | $4,347-36.0% |
| Admin fee / account holder | $318 | $1,922-83.5% | $5,764-94.5% | $1,944-83.7% |