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 |
|---|---|---|
KAYE CAPITAL MANAGEMENT1 year Service code 27 713 CAMPUS SQUARE WEST · EL SEGUNDO, CA 90245 | Advisory (Plan) | $10,420 |
PAI1 year Service code 13 1201 ENTERPRISE DRIVE, SUITE D · DE PERE, WI 54115 | Contract Administrator | $7,693 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,624 | $59,159-53.3% | $159,960-82.7% | $66,914-58.7% |
| Participation rate | 57.1% | 68.1%-11.0pp | 78.0%-20.8pp | 69.8%-12.7pp |
| Annual return | 25.97% | -12.26%+38.2pp | 408.60%-382.6pp | 1.58%+24.4pp |
| Employer contribution / active EE | $1,559 | $1,983-21.4% | $4,226-63.1% | $2,544-38.7% |
| Participant deferral / active EE | $5,247 | $4,395+19.4% | $6,182-15.1% | $4,237+23.8% |
| Admin fee / account holder | $169 | $591-71.4% | $8,698-98.1% | $593-71.5% |