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 48-1205033 | Recordkeeping | $11,505 |
Service code 10 3277 FRUITVILLE RD., BLDG E · SARASOTA, FL 34237 | Accounting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,571 | $49,451-32.1% | $79,550-57.8% | $66,914-49.8% |
| Participation rate | 49.3% | 61.3%-12.0pp | 69.5%-20.2pp | 69.8%-20.5pp |
| Annual return | -19.54% | 84.25%-103.8pp | 0.16%-19.7pp | 1.58%-21.1pp |
| Employer contribution / active EE | $1,201 | $1,266-5.1% | $2,413-50.2% | $2,544-52.8% |
| Participant deferral / active EE | $2,219 | $3,159-29.7% | $3,985-44.3% | $4,237-47.6% |
| Admin fee / account holder | $233 | $595-60.9% | $6,832-96.6% | $593-60.8% |