Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $137,406 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,861 | $88,982-91.2% | $102,438-92.3% | $77,671-89.9% |
| Participation rate | 80.7% | 80.9%-0.2pp | 76.5%+4.2pp | 70.6%+10.1pp |
| Annual return | 13.49% | 25.01%-11.5pp | 29.37%-15.9pp | 31.21%-17.7pp |
| Employer contribution / active EE | $1,420 | $2,698-47.4% | $3,024-53.0% | $2,726-47.9% |
| Participant deferral / active EE | $1,796 | $5,144-65.1% | $5,054-64.5% | $4,648-61.4% |
| Admin fee / account holder | $88 | $236-62.8% | $9,448-99.1% | $430-79.7% |