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 | $1,075 |
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 | $45,870 | $61,272-25.1% | $149,673-69.4% | $71,457-35.8% |
| Participation rate | 57.1% | 62.5%-5.4pp | 78.8%-21.6pp | 67.9%-10.8pp |
| Annual return | 25.68% | 35.85%-10.2pp | 134.42%-108.7pp | 28.85%-3.2pp |
| Employer contribution / active EE | $3,051 | $2,378+28.3% | $4,818-36.7% | $2,588+17.9% |
| Participant deferral / active EE | $5,523 | $2,917+89.3% | $5,680-2.8% | $4,289+28.8% |
| Admin fee / account holder | $152 | $1,261-88.0% | $13,210-98.9% | $1,587-90.4% |