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 | $29,437 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $154,393 | $73,360+110.5% | $177,989-13.3% | $74,495+107.3% |
| Participation rate | 67.3% | 66.6%+0.7pp | 77.1%-9.8pp | 67.2%+0.1pp |
| Annual return | -28.23% | 17.49%-45.7pp | 294.48%-322.7pp | 1364.94%-1393.2pp |
| Employer contribution / active EE | $1,865 | $2,216-15.9% | $3,949-52.8% | $2,623-28.9% |
| Participant deferral / active EE | $7,468 | $4,513+65.5% | $6,276+19.0% | $4,346+71.8% |
| Admin fee / account holder | $278 | $1,808-84.6% | $10,363-97.3% | $1,942-85.7% |