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 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,406,837 | $56,095+2407.9% | $178,490+688.2% | $90,288+1458.2% |
| Participation rate | 0.2% | 65.6%-65.4pp | 81.9%-81.8pp | 73.4%-73.2pp |
| Annual return | 26.42% | 28.81%-2.4pp | 151.07%-124.6pp | 53.97%-27.5pp |
| Employer contribution / active EE | $297 | $1,572-81.1% | $5,011-94.1% | $2,524-88.2% |
| Participant deferral / active EE | $900 | $2,669-66.3% | $5,202-82.7% | $4,232-78.7% |
| Admin fee / account holder | $13,127 | $101+12943.4% | $13,984-6.1% | $114+11410.1% |