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 | $114,180 |
Service code 22 · EIN 52-1473914 | Insurance Broker | $78,688 |
Service code 15 · EIN 16-1316349 | Recordkeeping | $4,975 |
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 | $25,025 | $56,485-55.7% | $185,823-86.5% | $86,799-71.2% |
| Participation rate | 53.0% | 65.5%-12.5pp | 81.7%-28.7pp | 72.3%-19.3pp |
| Annual return | 75.09% | 118.04%-42.9pp | 122.05%-47.0pp | 97.91%-22.8pp |
| Employer contribution / active EE | $2,055 | $1,843+11.5% | $5,167-60.2% | $2,405-14.6% |
| Participant deferral / active EE | $2,128 | $2,553-16.6% | $5,568-61.8% | $4,131-48.5% |
| Admin fee / account holder | $171 | $150+14.6% | $16,237-98.9% | $170+1.1% |