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 01-0233346 | Recordkeeping | $1,794 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,954 | $50,815-27.3% | $155,509-76.2% | $77,643-52.4% |
| Participation rate | 30.1% | 63.1%-33.0pp | 78.2%-48.1pp | 70.6%-40.5pp |
| Annual return | 11.51% | 34.80%-23.3pp | 64.67%-53.2pp | 31.24%-19.7pp |
| Employer contribution / active EE | $774 | $1,993-61.1% | $4,672-83.4% | $2,726-71.6% |
| Participant deferral / active EE | $1,412 | $2,822-50.0% | $5,626-74.9% | $4,647-69.6% |
| Admin fee / account holder | $186 | $437-57.4% | $15,912-98.8% | $430-56.7% |