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 35-0145825 | Recordkeeping | $23,756 |
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 | $52,175 | $52,293-0.2% | $178,490-70.8% | $73,409-28.9% |
| Participation rate | 29.6% | 65.3%-35.7pp | 81.9%-52.3pp | 72.2%-42.5pp |
| Annual return | 16.84% | 34.75%-17.9pp | 151.07%-134.2pp | 59.29%-42.5pp |
| Employer contribution / active EE | $811 | $1,735-53.3% | $5,011-83.8% | $2,234-63.7% |
| Participant deferral / active EE | $1,347 | $2,332-42.2% | $5,202-74.1% | $3,805-64.6% |
| Admin fee / account holder | $1 | $127-98.9% | $13,984-100.0% | $158-99.1% |