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 | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $24,228 | $37,393-35.2% | $77,024-68.5% | $66,914-63.8% |
| Participation rate | 40.7% | 52.9%-12.1pp | 67.9%-27.2pp | 69.8%-29.1pp |
| Annual return | -20.87% | -3.29%-17.6pp | 42.32%-63.2pp | 1.58%-22.4pp |
| Employer contribution / active EE | $662 | $1,531-56.8% | $2,812-76.5% | $2,544-74.0% |
| Participant deferral / active EE | $1,434 | $2,617-45.2% | $4,426-67.6% | $4,237-66.2% |
| Admin fee / account holder | $29 | $567-94.9% | $5,425-99.5% | $593-95.1% |