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 | $50 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,815 | $56,423-29.4% | $77,163-48.4% | $71,457-44.3% |
| Participation rate | 61.4% | 64.3%-2.9pp | 69.6%-8.2pp | 67.9%-6.5pp |
| Annual return | 14.28% | 19.05%-4.8pp | 37.87%-23.6pp | 28.85%-14.6pp |
| Employer contribution / active EE | $766 | $1,866-59.0% | $2,535-69.8% | $2,588-70.4% |
| Participant deferral / active EE | $3,231 | $3,142+2.8% | $3,833-15.7% | $4,289-24.7% |
| Admin fee / account holder | $277 | $1,429-80.6% | $5,472-94.9% | $1,587-82.5% |