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 35-0145825 | Recordkeeping | $67,298 |
Filed as: RT JONES CAPITAL EQUITIES Service code 26 · EIN 20-1090152 | Advisory (Participants) | $6,443 |
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 | $48,053 | $50,458-4.8% | $159,960-70.0% | $64,808-25.9% |
| Participation rate | 47.6% | 68.0%-20.5pp | 78.0%-30.4pp | 71.5%-23.9pp |
| Annual return | -12.08% | -13.42%+1.3pp | 408.60%-420.7pp | 32.82%-44.9pp |
| Employer contribution / active EE | $1,602 | $1,722-7.0% | $4,226-62.1% | $2,506-36.1% |
| Participant deferral / active EE | $3,056 | $4,004-23.7% | $6,182-50.6% | $4,310-29.1% |
| Admin fee / account holder | $32 | $706-95.5% | $8,698-99.6% | $188-82.9% |