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 71-0294708 | Recordkeeping Fees | $70,261 |
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 | $48,294 | $78,419-38.4% | $133,956-63.9% | $73,409-34.2% |
| Participation rate | 68.3% | 78.6%-10.3pp | 79.8%-11.5pp | 72.2%-3.8pp |
| Annual return | 18.04% | 33.35%-15.3pp | 45.09%-27.1pp | 59.29%-41.3pp |
| Employer contribution / active EE | $1,313 | $2,044-35.8% | $3,919-66.5% | $2,234-41.2% |
| Participant deferral / active EE | $2,205 | $3,925-43.8% | $5,048-56.3% | $3,805-42.1% |
| Admin fee / account holder | $130 | $161-19.5% | $8,927-98.5% | $158-17.7% |