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 13 · EIN 42-0127290 | Contract Administrator | $23,292 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $12,843 |
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 | $30,851 | $45,602-32.3% | $117,472-73.7% | $66,914-53.9% |
| Participation rate | 50.4% | 57.6%-7.2pp | 70.6%-20.2pp | 69.8%-19.4pp |
| Annual return | -13.04% | -16.74%+3.7pp | 29.74%-42.8pp | 1.58%-14.6pp |
| Employer contribution / active EE | $672 | $1,579-57.5% | $4,176-83.9% | $2,544-73.6% |
| Participant deferral / active EE | $4,044 | $2,845+42.1% | $4,070-0.7% | $4,237-4.6% |
| Admin fee / account holder | $406 | $661-38.5% | $5,645-92.8% | $593-31.5% |