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 64 · EIN 71-0294708 | Recordkeeping Fees | $93,926 |
Service code 99 · EIN 47-1411118 | Other Fees | $40,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $22,354 | $50,815-56.0% | $155,509-85.6% | $77,643-71.2% |
| Participation rate | 46.0% | 63.1%-17.1pp | 78.2%-32.2pp | 70.6%-24.6pp |
| Annual return | 12.02% | 34.80%-22.8pp | 64.67%-52.6pp | 31.24%-19.2pp |
| Employer contribution / active EE | $833 | $1,993-58.2% | $4,672-82.2% | $2,726-69.4% |
| Participant deferral / active EE | $2,277 | $2,822-19.3% | $5,626-59.5% | $4,647-51.0% |
| Admin fee / account holder | $156 | $437-64.3% | $15,912-99.0% | $430-63.8% |