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 | $138,330 |
Service code 22 · EIN 52-1473914 | Insurance Broker | $61,747 |
Service code 15 · EIN 16-1316349 | Recordkeeping | $14,314 |
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 | $25,440 | $46,292-45.0% | $143,757-82.3% | $64,808-60.7% |
| Participation rate | 46.7% | 64.2%-17.5pp | 80.3%-33.6pp | 71.5%-24.8pp |
| Annual return | -14.64% | -10.05%-4.6pp | -0.04%-14.6pp | 32.82%-47.5pp |
| Employer contribution / active EE | $1,316 | $1,910-31.1% | $4,951-73.4% | $2,506-47.5% |
| Participant deferral / active EE | $1,975 | $2,646-25.3% | $5,637-65.0% | $4,310-54.2% |
| Admin fee / account holder | $257 | $154+67.0% | $14,673-98.3% | $188+36.7% |