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 48-1205033 | Recordkeeping | $18,425 |
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 | $28,049 | $52,293-46.4% | $178,490-84.3% | $73,409-61.8% |
| Participation rate | 58.6% | 65.3%-6.8pp | 81.9%-23.3pp | 72.2%-13.6pp |
| Annual return | 18.63% | 34.75%-16.1pp | 151.07%-132.4pp | 59.29%-40.7pp |
| Employer contribution / active EE | $1,142 | $1,735-34.2% | $5,011-77.2% | $2,234-48.9% |
| Participant deferral / active EE | $1,469 | $2,332-37.0% | $5,202-71.8% | $3,805-61.4% |
| Admin fee / account holder | $57 | $127-55.5% | $13,984-99.6% | $158-64.1% |