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 |
|---|---|---|
A GROUP ANNUITY CONTRACT WITH SENTR1 year Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $1,229 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,883 | $59,417+49.6% | $93,606-5.0% | $74,495+19.3% |
| Participation rate | 57.2% | 59.7%-2.4pp | 68.7%-11.5pp | 67.2%-10.0pp |
| Annual return | 32.30% | 81.83%-49.5pp | 133.20%-100.9pp | 1364.94%-1332.6pp |
| Employer contribution / active EE | $1,015 | $1,264-19.7% | $2,420-58.1% | $2,623-61.3% |
| Participant deferral / active EE | $3,656 | $3,050+19.9% | $4,411-17.1% | $4,346-15.9% |
| Admin fee / account holder | $18 | $3,021-99.4% | $8,285-99.8% | $1,942-99.1% |