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 19 · EIN 74-1625348 | Securities Custodian | $101,764 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,064 | $61,156+65.3% | $185,823-45.6% | $79,386+27.3% |
| Participation rate | 65.6% | 66.6%-1.0pp | 81.7%-16.1pp | 70.7%-5.1pp |
| Annual return | 11.30% | 19.45%-8.1pp | 122.05%-110.7pp | 116.85%-105.6pp |
| Employer contribution / active EE | $1,851 | $2,321-20.3% | $5,167-64.2% | $2,427-23.8% |
| Participant deferral / active EE | $4,204 | $2,789+50.7% | $5,568-24.5% | $4,046+3.9% |
| Admin fee / account holder | $582 | $710-18.0% | $16,237-96.4% | $626-7.2% |