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 48-1205033 | Recordkeeping | $15,749 |
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 | $25,605 | $47,977-46.6% | $154,107-83.4% | $56,287-54.5% |
| Participation rate | 31.0% | 66.2%-35.1pp | 83.0%-52.0pp | 69.9%-38.8pp |
| Annual return | 6.55% | 3.54%+3.0pp | 735.12%-728.6pp | -9.96%+16.5pp |
| Employer contribution / active EE | $462 | $2,169-78.7% | $5,298-91.3% | $2,111-78.1% |
| Participant deferral / active EE | $867 | $2,392-63.7% | $5,081-82.9% | $3,350-74.1% |
| Admin fee / account holder | $159 | $438-63.7% | $13,411-98.8% | $521-69.5% |