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 8-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 73-1577418 | Recordkeeping | $17,020 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,454 | $47,126-31.1% | $149,673-78.3% | $74,419-56.4% |
| Participation rate | 28.7% | 63.4%-34.6pp | 78.8%-50.0pp | 70.7%-42.0pp |
| Annual return | 16.55% | 22.75%-6.2pp | 134.42%-117.9pp | 34.38%-17.8pp |
| Employer contribution / active EE | $275 | $1,905-85.6% | $4,818-94.3% | $2,637-89.6% |
| Participant deferral / active EE | $940 | $2,728-65.5% | $5,680-83.5% | $4,528-79.2% |
| Admin fee / account holder | $120 | $343-65.0% | $13,210-99.1% | $348-65.5% |