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 64 · EIN 39-6040276 | Recordkeeping Fees | $1,930 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,423 | $49,138-15.7% | $84,015-50.7% | $65,185-36.5% |
| Participation rate | 68.2% | 60.7%+7.4pp | 69.0%-0.8pp | 70.2%-2.0pp |
| Annual return | 15.99% | 23.00%-7.0pp | 71.31%-55.3pp | 29.38%-13.4pp |
| Employer contribution / active EE | $976 | $914+6.8% | $1,983-50.8% | $2,177-55.1% |
| Participant deferral / active EE | $3,365 | $2,397+40.4% | $3,239+3.9% | $3,514-4.2% |
| Admin fee / account holder | $45 | $543-91.8% | $6,101-99.3% | $847-94.7% |