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 | $31,139 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,858 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,138 | $91,407-43.0% | $135,903-61.6% | $71,457-27.0% |
| Participation rate | 69.7% | 75.7%-6.0pp | 81.9%-12.2pp | 67.9%+1.7pp |
| Annual return | 24.88% | 29.90%-5.0pp | 68.23%-43.4pp | 28.85%-4.0pp |
| Employer contribution / active EE | $2,560 | $3,703-30.9% | $4,856-47.3% | $2,588-1.1% |
| Participant deferral / active EE | $6,476 | $7,092-8.7% | $7,758-16.5% | $4,289+51.0% |
| Admin fee / account holder | $347 | $1,266-72.6% | $10,762-96.8% | $1,587-78.2% |