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 | $880 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,762 | $79,519+2.8% | $95,952-14.8% | $73,409+11.4% |
| Participation rate | 39.8% | 81.2%-41.4pp | 77.1%-37.3pp | 72.2%-32.4pp |
| Annual return | 16.80% | 19.20%-2.4pp | 91.61%-74.8pp | 59.29%-42.5pp |
| Employer contribution / active EE | $881 | $2,048-57.0% | $2,541-65.3% | $2,234-60.6% |
| Participant deferral / active EE | $1,709 | $4,138-58.7% | $4,167-59.0% | $3,805-55.1% |
| Admin fee / account holder | $384 | $184+108.5% | $6,795-94.3% | $158+143.3% |