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 7-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 47-1411118 | Advisory (Plan) | $52,663 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,456 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $5,414 |
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 | $91,054 | $119,446-23.8% | $150,045-39.3% | $85,563+6.4% |
| Participation rate | 60.1% | 75.4%-15.3pp | 82.3%-22.2pp | 66.0%-5.8pp |
| Annual return | 24.03% | 23.72%+0.3pp | 62.55%-38.5pp | 31.51%-7.5pp |
| Employer contribution / active EE | $3,360 | $4,078-17.6% | $4,693-28.4% | $2,654+26.6% |
| Participant deferral / active EE | $6,175 | $7,985-22.7% | $7,997-22.8% | $4,375+41.1% |
| Admin fee / account holder | $342 | $548-37.4% | $13,435-97.5% | $834-58.9% |