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 8-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 04-2647786 | Recordkeeping Fees | -$6,832 |
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 | $84,821 | $89,808-5.6% | $100,383-15.5% | $77,671+9.2% |
| Participation rate | 69.9% | 81.2%-11.3pp | 81.5%-11.6pp | 70.6%-0.7pp |
| Annual return | 18.65% | 20.62%-2.0pp | 49.26%-30.6pp | 31.21%-12.6pp |
| Employer contribution / active EE | $1,742 | $3,039-42.7% | $3,944-55.8% | $2,726-36.1% |
| Participant deferral / active EE | $5,416 | $8,284-34.6% | $8,086-33.0% | $4,648+16.5% |
| Admin fee / account holder | -$9 | $174-105.0% | $7,900-100.1% | $430-102.0% |