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 91-2106031 | Advisory (Plan) | $34,371 |
Service code 37 · EIN 04-2647786 | Loan Processing | $350 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,676 | $59,159+58.3% | $159,960-41.4% | $66,914+40.0% |
| Participation rate | 63.2% | 68.1%-4.9pp | 78.0%-14.7pp | 69.8%-6.6pp |
| Annual return | -17.38% | -12.26%-5.1pp | 408.60%-426.0pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,188 | $1,983-40.1% | $4,226-71.9% | $2,544-53.3% |
| Participant deferral / active EE | $5,906 | $4,395+34.4% | $6,182-4.5% | $4,237+39.4% |
| Admin fee / account holder | $331 | $591-44.0% | $8,698-96.2% | $593-44.2% |