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 64 · EIN 39-6040276 | Recordkeeping Fees | $4,545 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,821 | $91,407-34.6% | $135,903-56.0% | $71,457-16.3% |
| Participation rate | 50.0% | 75.7%-25.7pp | 81.9%-31.9pp | 67.9%-17.9pp |
| Annual return | 16.20% | 29.90%-13.7pp | 68.23%-52.0pp | 28.85%-12.6pp |
| Employer contribution / active EE | $766 | $3,703-79.3% | $4,856-84.2% | $2,588-70.4% |
| Participant deferral / active EE | $3,245 | $7,092-54.2% | $7,758-58.2% | $4,289-24.3% |
| Admin fee / account holder | $67 | $1,266-94.7% | $10,762-99.4% | $1,587-95.8% |