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 |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $23,146 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
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 | $12,882 | $21,965-41.4% | $59,496-78.3% | $59,188-78.2% |
| Participation rate | 21.2% | 32.6%-11.4pp | 54.6%-33.4pp | 69.4%-48.3pp |
| Annual return | -1.03% | 22.15%-23.2pp | 182.05%-183.1pp | 5.51%-6.5pp |
| Employer contribution / active EE | $65 | $316-79.4% | $1,153-94.4% | $2,098-96.9% |
| Participant deferral / active EE | $434 | $732-40.7% | $1,829-76.3% | $3,265-86.7% |
| Admin fee / account holder | $67 | $74-9.5% | $2,232-97.0% | $92-27.0% |