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 | $57,670 |
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).
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 | $88,688 | $53,165+66.8% | $86,188+2.9% | $74,419+19.2% |
| Participation rate | 44.0% | 64.9%-20.9pp | 69.0%-25.0pp | 70.7%-26.8pp |
| Annual return | 25.84% | 22.64%+3.2pp | 1168.45%-1142.6pp | 34.38%-8.5pp |
| Employer contribution / active EE | $776 | $1,210-35.9% | $2,380-67.4% | $2,637-70.6% |
| Participant deferral / active EE | $2,915 | $3,234-9.9% | $3,985-26.8% | $4,528-35.6% |
| Admin fee / account holder | $352 | $551-36.2% | $6,852-94.9% | $348+1.1% |