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 73-1577418 | Recordkeeping | $30,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,719 | $56,485-19.1% | $185,823-75.4% | $86,799-47.3% |
| Participation rate | 37.5% | 65.5%-28.0pp | 81.7%-44.2pp | 72.3%-34.8pp |
| Annual return | 15.13% | 118.04%-102.9pp | 122.05%-106.9pp | 97.91%-82.8pp |
| Employer contribution / active EE | $762 | $1,843-58.7% | $5,167-85.3% | $2,405-68.3% |
| Participant deferral / active EE | $1,594 | $2,553-37.6% | $5,568-71.4% | $4,131-61.4% |
| Admin fee / account holder | $209 | $150+39.5% | $16,237-98.7% | $170+23.0% |