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 27 · EIN 35-2552359 | Advisory (Plan) | $22,556 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $8,005 |
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 | $49,428 | $51,045-3.2% | $70,515-29.9% | $71,457-30.8% |
| Participation rate | 37.6% | 59.4%-21.9pp | 68.3%-30.8pp | 67.9%-30.4pp |
| Annual return | 15.77% | 42.63%-26.9pp | 32.77%-17.0pp | 28.85%-13.1pp |
| Employer contribution / active EE | $410 | $1,790-77.1% | $2,973-86.2% | $2,588-84.2% |
| Participant deferral / active EE | $2,042 | $3,026-32.5% | $4,567-55.3% | $4,289-52.4% |
| Admin fee / account holder | $341 | $1,994-82.9% | $6,412-94.7% | $1,587-78.5% |