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 01-0233346 | Recordkeeping | $173 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,212 | $49,451-30.8% | $79,550-57.0% | $66,914-48.9% |
| Participation rate | 47.4% | 61.3%-13.9pp | 69.5%-22.1pp | 69.8%-22.4pp |
| Annual return | -12.38% | 84.25%-96.6pp | 0.16%-12.5pp | 1.58%-14.0pp |
| Employer contribution / active EE | $369 | $1,266-70.8% | $2,413-84.7% | $2,544-85.5% |
| Participant deferral / active EE | $2,069 | $3,159-34.5% | $3,985-48.1% | $4,237-51.2% |
| Admin fee / account holder | $327 | $595-44.9% | $6,832-95.2% | $593-44.8% |