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 9-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 01-0233346 | Recordkeeping | $2,522 |
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.)
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 | $57,979 | $54,517+6.4% | $75,972-23.7% | $74,495-22.2% |
| Participation rate | 64.3% | 60.3%+4.0pp | 69.1%-4.8pp | 67.2%-2.9pp |
| Annual return | 14.41% | 31.82%-17.4pp | 359.55%-345.1pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $3,973 | $1,777+123.5% | $2,685+48.0% | $2,623+51.5% |
| Participant deferral / active EE | $8,426 | $3,066+174.9% | $4,255+98.0% | $4,346+93.9% |
| Admin fee / account holder | $469 | $2,229-79.0% | $6,467-92.7% | $1,942-75.8% |