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 8-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 73-1577418 | Recordkeeping | $19,402 |
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 | $36,424 | $50,815-28.3% | $155,509-76.6% | $77,643-53.1% |
| Participation rate | 31.6% | 63.1%-31.5pp | 78.2%-46.6pp | 70.6%-39.0pp |
| Annual return | 14.00% | 34.80%-20.8pp | 64.67%-50.7pp | 31.24%-17.2pp |
| Employer contribution / active EE | $321 | $1,993-83.9% | $4,672-93.1% | $2,726-88.2% |
| Participant deferral / active EE | $981 | $2,822-65.2% | $5,626-82.6% | $4,647-78.9% |
| Admin fee / account holder | $138 | $437-68.5% | $15,912-99.1% | $430-68.0% |