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 99 · EIN 47-1411118 | Other Fees | $70,140 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $1,174 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,246 | $93,182-41.8% | $146,665-63.0% | $79,386-31.7% |
| Participation rate | 56.7% | 76.4%-19.7pp | 80.1%-23.3pp | 70.7%-14.0pp |
| Annual return | 15.73% | 21.61%-5.9pp | 22.74%-7.0pp | 116.85%-101.1pp |
| Employer contribution / active EE | $1,796 | $2,420-25.8% | $4,136-56.6% | $2,427-26.0% |
| Participant deferral / active EE | $3,131 | $4,169-24.9% | $5,506-43.1% | $4,046-22.6% |
| Admin fee / account holder | $11 | $585-98.2% | $10,280-99.9% | $626-98.3% |