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 13-3689044 | Recordkeeping | $50,763 |
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 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 | $75,587 | $48,576+55.6% | $169,463-55.4% | $56,287+34.3% |
| Participation rate | 64.4% | 65.8%-1.4pp | 77.8%-13.4pp | 69.9%-5.4pp |
| Annual return | -2.88% | -2.51%-0.4pp | 1.83%-4.7pp | -9.96%+7.1pp |
| Employer contribution / active EE | $1,211 | $1,559-22.3% | $4,159-70.9% | $2,111-42.7% |
| Participant deferral / active EE | $4,229 | $3,275+29.1% | $5,277-19.9% | $3,350+26.3% |
| Admin fee / account holder | $241 | $435-44.7% | $9,109-97.4% | $521-53.8% |