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 19 · EIN 51-0396365 | Securities Custodian | $40,926 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $31,164 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $13,056 |
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.)
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 | $78,782 | $79,124-0.4% | $60,874+29.4% | $64,808+21.6% |
| Participation rate | 27.7% | 77.7%-50.0pp | 73.1%-45.4pp | 71.5%-43.7pp |
| Annual return | -14.61% | -7.13%-7.5pp | 16.90%-31.5pp | 32.82%-47.4pp |
| Employer contribution / active EE | $1,188 | $3,050-61.1% | $2,701-56.0% | $2,506-52.6% |
| Participant deferral / active EE | $1,579 | $3,725-57.6% | $3,817-58.6% | $4,310-63.4% |
| Admin fee / account holder | $313 | $106+196.3% | $3,224-90.3% | $188+66.7% |