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 17 · EIN 13-5674085 | Pension Consulting | $26,044 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,911 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,828 | $84,487-51.7% | $125,339-67.4% | $66,914-39.0% |
| Participation rate | 65.7% | 76.4%-10.7pp | 82.4%-16.7pp | 69.8%-4.1pp |
| Annual return | -13.20% | -8.39%-4.8pp | 572.05%-585.3pp | 1.58%-14.8pp |
| Employer contribution / active EE | $2,753 | $3,553-22.5% | $4,814-42.8% | $2,544+8.2% |
| Participant deferral / active EE | $6,474 | $6,781-4.5% | $7,446-13.1% | $4,237+52.8% |
| Admin fee / account holder | $305 | $685-55.5% | $10,010-97.0% | $593-48.6% |