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 5-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 13-3689044 | Recordkeeping | $24,545 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $17,500 |
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 | $78,928 | $56,140+40.6% | $76,190+3.6% | $74,495+6.0% |
| Participation rate | 67.6% | 62.6%+5.0pp | 79.3%-11.7pp | 67.2%+0.4pp |
| Annual return | 12.92% | 13.87%-1.0pp | 13.78%-0.9pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,562 | $2,881-11.1% | $4,578-44.0% | $2,623-2.3% |
| Participant deferral / active EE | $3,847 | $3,154+21.9% | $5,474-29.7% | $4,346-11.5% |
| Admin fee / account holder | $308 | $776-60.3% | $5,123-94.0% | $1,942-84.1% |