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 27 · EIN 26-2322896 251 LAFAYETTE CIRCLE, SUITE 200 · LAFAYETTE, CA 94549 | Advisory (Plan) | $15,589 |
SUMMIT CPA GROUP2 years Service code 10 · EIN 11-3730017 9815 DAWSON'S CREEK BLVD · FORT WAYNE, IN 46825 | Accounting | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,817 | $44,873-24.6% | $79,464-57.4% | $56,287-39.9% |
| Participation rate | 28.4% | 68.7%-40.3pp | 73.3%-44.9pp | 69.9%-41.4pp |
| Annual return | -7.67% | 0.81%-8.5pp | 718.14%-725.8pp | -9.96%+2.3pp |
| Employer contribution / active EE | $427 | $2,140-80.1% | $2,800-84.8% | $2,111-79.8% |
| Participant deferral / active EE | $696 | $2,746-74.7% | $3,704-81.2% | $3,350-79.2% |
| Admin fee / account holder | $443 | $418+5.9% | $5,113-91.3% | $521-14.9% |