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 6-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 | $77,565 |
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 | $57,926 | $95,274-39.2% | $135,903-57.4% | $74,419-22.2% |
| Participation rate | 62.0% | 78.2%-16.2pp | 81.9%-19.9pp | 70.7%-8.7pp |
| Annual return | 25.08% | 32.77%-7.7pp | 68.23%-43.2pp | 34.38%-9.3pp |
| Employer contribution / active EE | $2,192 | $3,874-43.4% | $4,856-54.9% | $2,637-16.9% |
| Participant deferral / active EE | $10,369 | $7,782+33.2% | $7,758+33.7% | $4,528+129.0% |
| Admin fee / account holder | $106 | $266-60.3% | $10,762-99.0% | $348-69.7% |