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 | -$844 |
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 | $87,510 | $216,711-59.6% | $136,749-36.0% | $85,563+2.3% |
| Participation rate | 61.7% | 51.7%+10.0pp | 72.1%-10.4pp | 66.0%-4.3pp |
| Annual return | 18.04% | 15.26%+2.8pp | 24.33%-6.3pp | 31.51%-13.5pp |
| Employer contribution / active EE | $1,813 | $1,660+9.2% | $3,400-46.7% | $2,654-31.7% |
| Participant deferral / active EE | $2,804 | $2,635+6.4% | $4,692-40.2% | $4,375-35.9% |
| Admin fee / account holder | -$2 | $1,223-100.2% | $11,386-100.0% | $834-100.3% |