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 | $86,269 |
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 | $83,220 | $61,272+35.8% | $149,673-44.4% | $71,457+16.5% |
| Participation rate | 60.7% | 62.5%-1.8pp | 78.8%-18.0pp | 67.9%-7.2pp |
| Annual return | 14.76% | 35.85%-21.1pp | 134.42%-119.7pp | 28.85%-14.1pp |
| Employer contribution / active EE | $1,672 | $2,378-29.7% | $4,818-65.3% | $2,588-35.4% |
| Participant deferral / active EE | $3,870 | $2,917+32.7% | $5,680-31.9% | $4,289-9.8% |
| Admin fee / account holder | $442 | $1,261-64.9% | $13,210-96.7% | $1,587-72.1% |