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 15 · EIN 35-0145825 | Recordkeeping | $7,429 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,010 | $77,899-32.0% | $149,673-64.6% | $75,163-29.5% |
| Participation rate | 28.9% | 65.6%-36.7pp | 78.8%-49.9pp | 67.2%-38.3pp |
| Annual return | 0.48% | 31.72%-31.2pp | 134.42%-133.9pp | 160.62%-160.1pp |
| Employer contribution / active EE | $408 | $3,137-87.0% | $4,818-91.5% | $2,670-84.7% |
| Participant deferral / active EE | $1,066 | $3,411-68.7% | $5,680-81.2% | $4,125-74.2% |
| Admin fee / account holder | $180 | $5,956-97.0% | $13,210-98.6% | $5,651-96.8% |