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 | $30,740 |
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 | $63,773 | $61,156+4.3% | $185,823-65.7% | $79,386-19.7% |
| Participation rate | 30.2% | 66.6%-36.4pp | 81.7%-51.5pp | 70.7%-40.5pp |
| Annual return | 12.12% | 19.45%-7.3pp | 122.05%-109.9pp | 116.85%-104.7pp |
| Employer contribution / active EE | $962 | $2,321-58.5% | $5,167-81.4% | $2,427-60.4% |
| Participant deferral / active EE | $1,804 | $2,789-35.3% | $5,568-67.6% | $4,046-55.4% |
| Admin fee / account holder | $1 | $710-99.9% | $16,237-100.0% | $626-99.8% |