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 42-0223620 | Recordkeeping | $42,848 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $115,070 | $55,449+107.5% | $83,848+37.2% | $56,287+104.4% |
| Participation rate | 40.0% | 68.0%-28.0pp | 76.1%-36.1pp | 69.9%-29.9pp |
| Annual return | -5.81% | -1.38%-4.4pp | 850.88%-856.7pp | -9.96%+4.2pp |
| Employer contribution / active EE | $995 | $2,430-59.1% | $3,631-72.6% | $2,111-52.9% |
| Participant deferral / active EE | $2,508 | $2,935-14.6% | $4,082-38.6% | $3,350-25.1% |
| Admin fee / account holder | $792 | $656+20.8% | $5,478-85.5% | $521+52.1% |