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 13-3689044 | Recordkeeping | $70,876 |
THE BENEFIT PRACTICE1 year Service code 15 · EIN 13-4144565 | Recordkeeping | $624 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,779 | $55,7900% | $76,817-27.4% | $67,579-17.5% |
| Participation rate | 61.2% | 71.1%-9.9pp | 72.1%-10.9pp | 71.3%-10.1pp |
| Annual return | 21.89% | 64.45%-42.6pp | 1166.11%-1144.2pp | 378.56%-356.7pp |
| Employer contribution / active EE | $1,326 | $1,810-26.7% | $2,302-42.4% | $2,148-38.3% |
| Participant deferral / active EE | $3,148 | $2,875+9.5% | $3,336-5.6% | $3,539-11.1% |
| Admin fee / account holder | $220 | $159+38.2% | $6,420-96.6% | $142+54.6% |