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 10 · EIN 48-0890241 | Accounting | $19,202 |
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.)
Annual investment return 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,700 | $80,724+3.7% | $103,333-19.0% | $74,495+12.4% |
| Participation rate | 54.4% | 65.7%-11.3pp | 74.5%-20.1pp | 67.2%-12.8pp |
| Annual return | 10.38% | 27.56%-17.2pp | 24.88%-14.5pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $1,321 | $3,157-58.2% | $3,868-65.8% | $2,623-49.6% |
| Participant deferral / active EE | $3,587 | $3,860-7.1% | $5,057-29.1% | $4,346-17.5% |
| Admin fee / account holder | $759 | $2,368-68.0% | $8,355-90.9% | $1,942-60.9% |