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 71-0294708 | Recordkeeping | $59,940 |
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 | $53,265 | $84,030-36.6% | $126,539-57.9% | $102,872-48.2% |
| Participation rate | 19.6% | 58.3%-38.7pp | 69.8%-50.3pp | 73.0%-53.5pp |
| Annual return | 14.28% | 17.79%-3.5pp | 425.95%-411.7pp | 19.06%-4.8pp |
| Employer contribution / active EE | $641 | $3,287-80.5% | $3,674-82.6% | $3,526-81.8% |
| Participant deferral / active EE | $1,472 | $3,749-60.7% | $4,083-63.9% | $5,535-73.4% |
| Admin fee / account holder | $99 | $299-67.0% | $6,065-98.4% | $292-66.2% |