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 01-0233346 | Recordkeeping | $1,544 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $12,498 | $77,813-83.9% | $123,544-89.9% | $64,186-80.5% |
| Participation rate | 46.0% | 74.7%-28.7pp | 82.3%-36.3pp | 69.6%-23.6pp |
| Annual return | -7.17% | 12.48%-19.7pp | 119.20%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,327 | $3,014-22.8% | $4,628-49.7% | $2,381-2.3% |
| Participant deferral / active EE | $939 | $5,240-82.1% | $6,426-85.4% | $3,470-72.9% |
| Admin fee / account holder | $179 | $5,519-96.8% | $9,284-98.1% | $4,888-96.3% |