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 65-0608221 | Recordkeeping | $48,337 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,596 | $85,635-86.5% | $123,892-90.6% | $63,975-81.9% |
| Participation rate | 45.9% | 74.9%-29.0pp | 81.4%-35.5pp | 71.1%-25.2pp |
| Annual return | 95.78% | 15.74%+80.0pp | 47.52%+48.3pp | 48.65%+47.1pp |
| Employer contribution / active EE | $910 | $3,076-70.4% | $4,617-80.3% | $2,182-58.3% |
| Participant deferral / active EE | $2,681 | $5,667-52.7% | $5,984-55.2% | $3,356-20.1% |
| Admin fee / account holder | $84 | $75+11.8% | $8,357-99.0% | $70+18.9% |