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 64 · EIN 39-6040276 | Recordkeeping Fees | $513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,415 | $65,041-21.0% | $90,951-43.5% | $79,858-35.6% |
| Participation rate | 33.7% | 61.6%-27.9pp | 69.0%-35.3pp | 69.6%-35.9pp |
| Annual return | 33.82% | 30.45%+3.4pp | 134.60%-100.8pp | 31.71%+2.1pp |
| Employer contribution / active EE | $31 | $1,247-97.5% | $2,122-98.5% | $2,471-98.7% |
| Participant deferral / active EE | $1,579 | $2,512-37.1% | $3,373-53.2% | $3,740-57.8% |
| Admin fee / account holder | $12 | $4,536-99.7% | $5,959-99.8% | $5,306-99.8% |