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 13-3689044 | Recordkeeping | $31,976 |
Service code 16 · EIN 47-1411118 | Consulting | $24,348 |
WSRP, LLC5 years Filed as: WSRP Service code 10 · EIN 87-0517754 | Accounting | $13,750 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,844 | $60,323+37.3% | $81,812+1.3% | $74,495+11.2% |
| Participation rate | 47.4% | 62.9%-15.4pp | 72.3%-24.9pp | 67.2%-19.8pp |
| Annual return | 16.97% | 16.90%+0.1pp | 773.79%-756.8pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $1,833 | $2,620-30.0% | $2,912-37.0% | $2,623-30.1% |
| Participant deferral / active EE | $3,680 | $3,387+8.6% | $4,319-14.8% | $4,346-15.3% |
| Admin fee / account holder | $539 | $1,486-63.7% | $7,386-92.7% | $1,942-72.2% |