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 6-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 64 · EIN 71-0294708 | Recordkeeping Fees | $8,347 |
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 | $21,760 | $35,949-39.5% | $88,538-75.4% | $65,185-66.6% |
| Participation rate | 29.5% | 56.4%-26.9pp | 68.7%-39.2pp | 70.2%-40.7pp |
| Annual return | 26.46% | 47.52%-21.1pp | 43.64%-17.2pp | 29.38%-2.9pp |
| Employer contribution / active EE | $0 | $1,047-100.0% | $2,098-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,755 | $1,870-6.1% | $2,914-39.8% | $3,514-50.1% |
| Admin fee / account holder | $96 | $496-80.7% | $4,310-97.8% | $847-88.7% |