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 | $9,179 |
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 | $62,953 | $63,156-0.3% | $122,332-48.5% | $62,292+1.1% |
| Participation rate | 34.4% | 60.0%-25.7pp | 71.6%-37.3pp | 69.5%-35.2pp |
| Annual return | 19.02% | 20.61%-1.6pp | 30.27%-11.3pp | 28.90%-9.9pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $4,050-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,495 | $2,321+7.5% | $3,287-24.1% | $3,169-21.3% |
| Admin fee / account holder | $5 | $440-98.9% | $5,478-99.9% | $479-99.0% |