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 | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $45,775 | $59,186-22.7% | $76,768-40.4% | $56,287-18.7% |
| Participation rate | 66.9% | 75.2%-8.3pp | 77.0%-10.1pp | 69.9%-3.0pp |
| Annual return | -3.80% | 6.62%-10.4pp | 2.43%-6.2pp | -9.96%+6.2pp |
| Employer contribution / active EE | $1,181 | $1,759-32.8% | $2,485-52.5% | $2,111-44.1% |
| Participant deferral / active EE | $3,262 | $3,255+0.2% | $3,852-15.3% | $3,350-2.6% |
| Admin fee / account holder | $148 | $489-69.6% | $6,675-97.8% | $521-71.5% |