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 13-3689044 | Recordkeeping | $44,711 |
REHMANN ROBSON7 years Service code 10 · EIN 38-3635706 | Accounting | $26,010 |
MMA SECURITIES LLC5 years Service code 16 · EIN 22-3570392 | Consulting | $20,555 |
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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,298 | $106,028-75.2% | $146,958-82.1% | $77,643-66.1% |
| Participation rate | 34.5% | 78.4%-43.8pp | 82.2%-47.6pp | 70.6%-36.1pp |
| Annual return | 10.78% | 56.73%-46.0pp | 418.34%-407.6pp | 31.24%-20.5pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $629 | $7,990-92.1% | $8,070-92.2% | $4,647-86.5% |
| Admin fee / account holder | $390 | $337+15.6% | $12,998-97.0% | $430-9.4% |