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 64 · EIN 04-2647786 | Recordkeeping Fees | $5,950 |
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).
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 | $124,517 | $61,156+103.6% | $185,823-33.0% | $79,386+56.8% |
| Participation rate | 61.5% | 66.6%-5.1pp | 81.7%-20.2pp | 70.7%-9.2pp |
| Annual return | 18.50% | 19.45%-1.0pp | 122.05%-103.6pp | 116.85%-98.4pp |
| Employer contribution / active EE | $853 | $2,321-63.3% | $5,167-83.5% | $2,427-64.9% |
| Participant deferral / active EE | $3,615 | $2,789+29.6% | $5,568-35.1% | $4,046-10.6% |
| Admin fee / account holder | $49 | $710-93.1% | $16,237-99.7% | $626-92.2% |