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 27 · EIN 26-0058143 | Advisory (Plan) | $36,488 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $30,103 |
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 | $17,740 | $43,113-58.9% | $82,719-78.6% | $77,904-77.2% |
| Participation rate | 22.8% | 63.8%-41.1pp | 72.6%-49.8pp | 73.7%-50.9pp |
| Annual return | -16.81% | 2.60%-19.4pp | 701.18%-718.0pp | 12.21%-29.0pp |
| Employer contribution / active EE | $270 | $1,924-86.0% | $3,009-91.0% | $2,848-90.5% |
| Participant deferral / active EE | $1,125 | $3,057-63.2% | $4,395-74.4% | $4,806-76.6% |
| Admin fee / account holder | $127 | $102+23.9% | $5,329-97.6% | $133-4.4% |