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 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,062 | $37,213-32.7% | $156,549-84.0% | $63,975-60.8% |
| Participation rate | 60.3% | 65.0%-4.7pp | 84.0%-23.7pp | 71.1%-10.8pp |
| Annual return | 8.14% | 47.89%-39.7pp | 32.23%-24.1pp | 48.65%-40.5pp |
| Employer contribution / active EE | $247 | $1,357-81.8% | $5,501-95.5% | $2,182-88.7% |
| Participant deferral / active EE | $1,411 | $2,070-31.8% | $4,871-71.0% | $3,356-58.0% |
| Admin fee / account holder | $0 | $56-100.0% | $13,027-100.0% | $70-100.0% |