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 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Recordkeeping | $31,527 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,755 | $91,407-55.4% | $135,903-70.0% | $71,457-43.0% |
| Participation rate | 69.2% | 75.7%-6.4pp | 81.9%-12.7pp | 67.9%+1.3pp |
| Annual return | 18.89% | 29.90%-11.0pp | 68.23%-49.3pp | 28.85%-10.0pp |
| Employer contribution / active EE | $21 | $3,703-99.4% | $4,856-99.6% | $2,588-99.2% |
| Participant deferral / active EE | $11,468 | $7,092+61.7% | $7,758+47.8% | $4,289+167.4% |
| Admin fee / account holder | $140 | $1,266-89.0% | $10,762-98.7% | $1,587-91.2% |