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 10-0233346 | Recordkeeping | $2,542 |
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 | $12,876 | $26,549-51.5% | $61,373-79.0% | $66,914-80.8% |
| Participation rate | 63.0% | 38.1%+24.9pp | 52.6%+10.4pp | 69.8%-6.8pp |
| Annual return | -16.63% | -16.21%-0.4pp | 338.61%-355.2pp | 1.58%-18.2pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,782 | $1,338+33.2% | $2,125-16.1% | $4,237-57.9% |
| Admin fee / account holder | $281 | $409-31.2% | $2,130-86.8% | $593-52.6% |