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 48-1205033 | Recordkeeping | $12,102 |
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 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 | $16,749 | $47,977-65.1% | $154,107-89.1% | $56,287-70.2% |
| Participation rate | 63.7% | 66.2%-2.5pp | 83.0%-19.3pp | 69.9%-6.1pp |
| Annual return | -4.63% | 3.54%-8.2pp | 735.12%-739.7pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,118 | $2,169-48.5% | $5,298-78.9% | $2,111-47.1% |
| Participant deferral / active EE | $1,053 | $2,392-56.0% | $5,081-79.3% | $3,350-68.6% |
| Admin fee / account holder | $115 | $438-73.7% | $13,411-99.1% | $521-77.9% |