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 7-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 01-0233346 | Recordkeeping | $46,373 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,416 | $39,166-73.4% | $79,550-86.9% | $78,044-86.7% |
| Participation rate | 47.6% | 57.3%-9.7pp | 69.5%-21.9pp | 74.4%-26.8pp |
| Annual return | -16.13% | -9.39%-6.7pp | 0.16%-16.3pp | 10.87%-27.0pp |
| Employer contribution / active EE | $510 | $1,019-49.9% | $2,413-78.9% | $3,125-83.7% |
| Participant deferral / active EE | $1,246 | $2,079-40.1% | $3,985-68.7% | $5,084-75.5% |
| Admin fee / account holder | $44 | $67-34.3% | $6,832-99.4% | $79-44.1% |