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 |
|---|---|---|
KEMPER CPA GROUP LLP2+ years Service code 10 · EIN 37-0818432 | Accounting | $5,455 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,115 | $56,629-64.5% | $77,999-74.2% | $55,167-63.5% |
| Participation rate | 58.9% | 73.3%-14.4pp | 75.5%-16.6pp | 69.0%-10.1pp |
| Annual return | 6.49% | 2866.98%-2860.5pp | 425.96%-419.5pp | 169.23%-162.7pp |
| Employer contribution / active EE | $834 | $1,723-51.6% | $2,470-66.2% | $1,963-57.5% |
| Participant deferral / active EE | $1,210 | $2,777-56.4% | $3,497-65.4% | $3,054-60.4% |
| Admin fee / account holder | $83 | $467-82.2% | $5,480-98.5% | $504-83.5% |