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 37 · EIN 04-2647786 | Loan Processing | $7,784 |
JP MORGAN SECURITIES LLC1 year Service code 27 · EIN 13-4110995 | Advisory (Plan) | $6,904 |
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.
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 | $50,961 | $58,320-12.6% | $86,436-41.0% | $66,914-23.8% |
| Participation rate | 68.1% | 78.6%-10.5pp | 80.3%-12.2pp | 69.8%-1.7pp |
| Annual return | 17.17% | -9.71%+26.9pp | 4394.89%-4377.7pp | 1.58%+15.6pp |
| Employer contribution / active EE | $409 | $2,615-84.3% | $3,769-89.1% | $2,544-83.9% |
| Participant deferral / active EE | $9,626 | $6,899+39.5% | $6,952+38.5% | $4,237+127.2% |
| Admin fee / account holder | $381 | $546-30.2% | $6,731-94.3% | $593-35.8% |