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 04-2647786 | Recordkeeping Fees | $638 |
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 | $45,785 | $69,362-34.0% | $101,248-54.8% | $73,488-37.7% |
| Participation rate | 19.6% | 68.4%-48.8pp | 75.8%-56.2pp | 70.7%-51.0pp |
| Annual return | 22.94% | 18.46%+4.5pp | 46.47%-23.5pp | 28.51%-5.6pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,625 | $3,300-50.8% | $4,370-62.8% | $3,740-56.5% |
| Admin fee / account holder | $13 | $704-98.1% | $5,945-99.8% | $513-97.4% |