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 | $592 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,165 | $70,428-44.4% | $96,562-59.4% | $85,850-54.4% |
| Participation rate | 33.0% | 61.8%-28.8pp | 69.8%-36.8pp | 69.3%-36.3pp |
| Annual return | 20.79% | 18.59%+2.2pp | 37.78%-17.0pp | 318.53%-297.7pp |
| Employer contribution / active EE | $26 | $1,413-98.2% | $2,356-98.9% | $2,565-99.0% |
| Participant deferral / active EE | $1,684 | $2,894-41.8% | $3,849-56.3% | $3,952-57.4% |
| Admin fee / account holder | $14 | $4,997-99.7% | $6,181-99.8% | $6,260-99.8% |