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 | $25,910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $82,262 | $58,879+39.7% | $178,490-53.9% | $73,488+11.9% |
| Participation rate | 59.9% | 66.2%-6.4pp | 81.9%-22.1pp | 70.7%-10.8pp |
| Annual return | 8.51% | 24.86%-16.4pp | 151.07%-142.6pp | 28.51%-20.0pp |
| Employer contribution / active EE | $1,382 | $2,236-38.2% | $5,011-72.4% | $2,270-39.1% |
| Participant deferral / active EE | $1,946 | $2,567-24.2% | $5,202-62.6% | $3,740-48.0% |
| Admin fee / account holder | $1 | $400-99.8% | $13,984-100.0% | $513-99.8% |