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 | $46,121 |
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 | $77,288 | $42,353+82.5% | $79,550-2.8% | $64,808+19.3% |
| Participation rate | 42.1% | 64.8%-22.6pp | 69.5%-27.4pp | 71.5%-29.3pp |
| Annual return | -16.23% | -12.24%-4.0pp | 0.16%-16.4pp | 32.82%-49.0pp |
| Employer contribution / active EE | $775 | $1,181-34.4% | $2,413-67.9% | $2,506-69.1% |
| Participant deferral / active EE | $2,907 | $3,170-8.3% | $3,985-27.1% | $4,310-32.6% |
| Admin fee / account holder | $307 | $160+92.7% | $6,832-95.5% | $188+63.7% |