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 01-0233346 | Recordkeeping | $156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,324 | $84,936-44.3% | $111,297-57.5% | $79,386-40.4% |
| Participation rate | 34.1% | 75.9%-41.8pp | 77.3%-43.3pp | 70.7%-36.6pp |
| Annual return | 15.29% | 17.45%-2.2pp | 54.65%-39.4pp | 116.85%-101.6pp |
| Employer contribution / active EE | $849 | $1,979-57.1% | $2,731-68.9% | $2,427-65.0% |
| Participant deferral / active EE | $1,837 | $3,888-52.8% | $4,487-59.1% | $4,046-54.6% |
| Admin fee / account holder | $13 | $537-97.6% | $7,964-99.8% | $626-97.9% |