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 51-0396365 | Securities Custodian | $87,056 |
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).
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 | $78,455 | $65,061+20.6% | $143,757-45.4% | $66,914+17.2% |
| Participation rate | 57.0% | 65.2%-8.2pp | 80.3%-23.4pp | 69.8%-12.9pp |
| Annual return | -15.69% | -11.14%-4.6pp | -0.04%-15.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,721 | $2,361-27.1% | $4,951-65.2% | $2,544-32.3% |
| Participant deferral / active EE | $3,630 | $2,919+24.4% | $5,637-35.6% | $4,237-14.3% |
| Admin fee / account holder | $486 | $502-3.1% | $14,673-96.7% | $593-18.0% |