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 37 · EIN 04-2647786 | Loan Processing | $45,379 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $33,286 |
UHY LLP1 year Filed as: UHY, LLP Service code 10 · EIN 20-0694403 | Accounting | $8,694 |
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.)
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 | $56,286 | $72,254-22.1% | $86,677-35.1% | $64,808-13.1% |
| Participation rate | 64.6% | 80.4%-15.9pp | 76.6%-12.0pp | 71.5%-6.9pp |
| Annual return | -16.21% | 392.42%-408.6pp | 35.91%-52.1pp | 32.82%-49.0pp |
| Employer contribution / active EE | $457 | $2,393-80.9% | $2,836-83.9% | $2,506-81.8% |
| Participant deferral / active EE | $3,188 | $4,658-31.6% | $4,656-31.5% | $4,310-26.0% |
| Admin fee / account holder | $309 | $174+77.5% | $7,493-95.9% | $188+64.4% |