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 84-0467907 | Recordkeeping | $878 |
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 | $32,183 | $59,805-46.2% | $79,550-59.5% | $68,494-53.0% |
| Participation rate | 42.4% | 61.1%-18.7pp | 69.5%-27.1pp | 67.9%-25.5pp |
| Annual return | -11.95% | -12.30%+0.3pp | 0.16%-12.1pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,844 | $1,505+22.5% | $2,413-23.6% | $2,596-29.0% |
| Participant deferral / active EE | $11,732 | $3,024+287.9% | $3,985+194.4% | $4,027+191.3% |
| Admin fee / account holder | $17 | $4,835-99.7% | $6,832-99.8% | $5,403-99.7% |