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 | $3,712 |
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 | $105,296 | $57,651+82.6% | $112,229-6.2% | $71,457+47.4% |
| Participation rate | 64.6% | 58.9%+5.7pp | 72.4%-7.8pp | 67.9%-3.3pp |
| Annual return | 15.39% | 18.32%-2.9pp | 30.20%-14.8pp | 28.85%-13.5pp |
| Employer contribution / active EE | $2,222 | $1,913+16.1% | $3,430-35.2% | $2,588-14.1% |
| Participant deferral / active EE | $5,115 | $2,863+78.7% | $4,798+6.6% | $4,289+19.3% |
| Admin fee / account holder | $318 | $1,581-79.9% | $7,748-95.9% | $1,587-79.9% |