See peer percentile detail. $4.99 for your first month.
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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 64 · EIN 71-0294708 | Recordkeeping Fees | $70,774 |
THE 401(K) EXPERT LLC3 years Service code 99 · EIN 82-2246608 | Other Fees | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,170 | $52,346-40.5% | $143,757-78.3% | $78,044-60.1% |
| Participation rate | 6.7% | 72.7%-66.0pp | 80.3%-73.6pp | 74.4%-67.7pp |
| Annual return | -15.46% | -14.19%-1.3pp | -0.04%-15.4pp | 10.87%-26.3pp |
| Employer contribution / active EE | $0 | $2,131-100.0% | $4,951-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $259 | $3,800-93.2% | $5,637-95.4% | $5,084-94.9% |
| Admin fee / account holder | $135 | $63+113.3% | $14,673-99.1% | $79+71.4% |