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 71-0294708 | Recordkeeping | $37,888 |
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 | $39,994 | $92,971-57.0% | $96,683-58.6% | $74,419-46.3% |
| Participation rate | 41.5% | 71.5%-30.1pp | 74.3%-32.9pp | 70.7%-29.2pp |
| Annual return | 24.68% | 37.49%-12.8pp | 35.69%-11.0pp | 34.38%-9.7pp |
| Employer contribution / active EE | $662 | $3,426-80.7% | $3,737-82.3% | $2,637-74.9% |
| Participant deferral / active EE | $1,784 | $3,970-55.1% | $4,878-63.4% | $4,528-60.6% |
| Admin fee / account holder | $153 | $633-75.8% | $6,730-97.7% | $348-55.9% |