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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $266,887 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,974 | $31,741-74.9% | $56,411-85.9% | $199,593-96.0% |
| Participation rate | 55.8% | 32.3%+23.4pp | 52.5%+3.3pp | 72.0%-16.2pp |
| Annual return | 18.93% | 14.72%+4.2pp | 1701.33%-1682.4pp | 34.25%-15.3pp |
| Employer contribution / active EE | $323 | $508-36.4% | $1,039-68.9% | $3,034-89.4% |
| Participant deferral / active EE | $1,085 | $1,184-8.3% | $1,952-44.4% | $5,087-78.7% |
| Admin fee / account holder | $23 | $426-94.6% | $2,829-99.2% | $269-91.4% |