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 | $3,476 |
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 | $92,748 | $62,603+48.2% | $104,294-11.1% | $66,914+38.6% |
| Participation rate | 62.1% | 59.6%+2.5pp | 73.3%-11.2pp | 69.8%-7.7pp |
| Annual return | -15.44% | -14.70%-0.7pp | 24.61%-40.1pp | 1.58%-17.0pp |
| Employer contribution / active EE | $2,150 | $1,972+9.0% | $3,372-36.2% | $2,544-15.5% |
| Participant deferral / active EE | $4,598 | $2,853+61.2% | $4,625-0.6% | $4,237+8.5% |
| Admin fee / account holder | $392 | $656-40.1% | $7,339-94.7% | $593-33.8% |