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 01-0233346 | Recordkeeping | $1,662 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,693 | $44,642-11.1% | $91,220-56.5% | $66,914-40.7% |
| Participation rate | 60.6% | 64.9%-4.3pp | 73.2%-12.6pp | 69.8%-9.2pp |
| Annual return | -15.65% | -12.29%-3.4pp | 114.01%-129.7pp | 1.58%-17.2pp |
| Employer contribution / active EE | $681 | $1,706-60.1% | $2,850-76.1% | $2,544-73.2% |
| Participant deferral / active EE | $1,681 | $3,349-49.8% | $4,234-60.3% | $4,237-60.3% |
| Admin fee / account holder | $262 | $521-49.8% | $5,420-95.2% | $593-55.9% |