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 01-0233346 | Recordkeeping | $3,573 |
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 | $115,392 | $65,862+75.2% | $124,672-7.4% | $79,386+45.4% |
| Participation rate | 60.4% | 62.2%-1.8pp | 74.6%-14.2pp | 70.7%-10.3pp |
| Annual return | 15.73% | 19.02%-3.3pp | 5142.93%-5127.2pp | 116.85%-101.1pp |
| Employer contribution / active EE | $1,319 | $1,883-30.0% | $3,324-60.3% | $2,427-45.7% |
| Participant deferral / active EE | $3,943 | $2,772+42.2% | $4,614-14.5% | $4,046-2.5% |
| Admin fee / account holder | $448 | $673-33.4% | $7,493-94.0% | $626-28.5% |