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 35-0145825 | Recordkeeping | $14,084 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,618 | $65,376-56.2% | $87,100-67.1% | $65,185-56.1% |
| Participation rate | 67.7% | 75.3%-7.6pp | 76.9%-9.2pp | 70.2%-2.5pp |
| Annual return | 21.96% | 31.27%-9.3pp | 28.19%-6.2pp | 29.38%-7.4pp |
| Employer contribution / active EE | $161 | $1,822-91.2% | $2,521-93.6% | $2,177-92.6% |
| Participant deferral / active EE | $1,645 | $3,388-51.4% | $4,049-59.4% | $3,514-53.2% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |