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 59-3033722 | Recordkeeping | $1,275 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $435 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,169 | $77,660-16.1% | $109,143-40.3% | $79,386-17.9% |
| Participation rate | 66.3% | 67.8%-1.6pp | 75.9%-9.6pp | 70.7%-4.5pp |
| Annual return | 10.06% | 23.44%-13.4pp | 25.75%-15.7pp | 116.85%-106.8pp |
| Employer contribution / active EE | $1,132 | $2,797-59.5% | $3,722-69.6% | $2,427-53.4% |
| Participant deferral / active EE | $3,370 | $3,518-4.2% | $4,653-27.6% | $4,046-16.7% |
| Admin fee / account holder | $460 | $732-37.1% | $6,752-93.2% | $626-26.5% |