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 35-0145825 | Recordkeeping | $65,143 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,496 | $47,722+1.6% | $82,719-41.4% | $64,808-25.2% |
| Participation rate | 54.3% | 67.6%-13.4pp | 72.6%-18.3pp | 71.5%-17.2pp |
| Annual return | -16.69% | -13.05%-3.6pp | 701.18%-717.9pp | 32.82%-49.5pp |
| Employer contribution / active EE | $1,062 | $2,179-51.3% | $3,009-64.7% | $2,506-57.6% |
| Participant deferral / active EE | $1,767 | $3,329-46.9% | $4,395-59.8% | $4,310-59.0% |
| Admin fee / account holder | $14 | $143-89.9% | $5,329-99.7% | $188-92.3% |