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 8-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 | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,242 | $38,365-29.0% | $84,611-67.8% | $65,185-58.2% |
| Participation rate | 13.0% | 55.7%-42.6pp | 68.2%-55.2pp | 70.2%-57.2pp |
| Annual return | 37.79% | 32.00%+5.8pp | 258.74%-221.0pp | 29.38%+8.4pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,652-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $991 | $2,278-56.5% | $3,899-74.6% | $3,514-71.8% |
| Admin fee / account holder | $54 | $451-88.0% | $4,912-98.9% | $847-93.6% |