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 13-3646501 | Recordkeeping | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $3,044,907 | $46,732+6415.7% | $156,549+1845.0% | $55,167+5419.5% |
| Participation rate | 0.0% | 65.8%-65.8pp | 84.0%-84.0pp | 69.0%-69.0pp |
| Annual return | 18.40% | 17.72%+0.7pp | 32.23%-13.8pp | 169.23%-150.8pp |
| Employer contribution / active EE | $1,290 | $2,105-38.7% | $5,501-76.5% | $1,963-34.3% |
| Participant deferral / active EE | $6,280 | $2,204+184.9% | $4,871+28.9% | $3,054+105.6% |
| Admin fee / account holder | $21,341 | $418+5000.9% | $13,027+63.8% | $504+4135.2% |