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 | $0 |
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 | $71,564 | $54,573+31.1% | $90,951-21.3% | $73,488-2.6% |
| Participation rate | 68.6% | 61.2%+7.5pp | 69.0%-0.4pp | 70.7%-2.1pp |
| Annual return | 14.96% | 16.69%-1.7pp | 134.60%-119.6pp | 28.51%-13.6pp |
| Employer contribution / active EE | $455 | $991-54.1% | $2,122-78.5% | $2,270-79.9% |
| Participant deferral / active EE | $3,441 | $2,517+36.7% | $3,373+2.0% | $3,740-8.0% |
| Admin fee / account holder | $457 | $521-12.4% | $5,959-92.3% | $513-10.9% |