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 6-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 55 · EIN 38-2722519 | Other Commissions | $21,350 |
MICHAEL D BURNETT, CPA4+ years Service code 10 · EIN 44-8461632 | Accounting | $9,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $356 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $219,638 | $73,867+197.3% | $143,757+52.8% | $68,494+220.7% |
| Participation rate | 20.0% | 66.7%-46.7pp | 80.3%-60.3pp | 67.9%-47.9pp |
| Annual return | -63.10% | 1.01%-64.1pp | -0.04%-63.1pp | -7.84%-55.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,133 | $3,384-66.5% | $5,637-79.9% | $4,027-71.9% |
| Admin fee / account holder | $1,170 | $5,755-79.7% | $14,673-92.0% | $5,403-78.4% |