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 64 · EIN 71-0294708 | Recordkeeping Fees | $29,001 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $27,751 | $54,121-48.7% | $134,143-79.3% | $73,409-62.2% |
| Participation rate | 34.7% | 64.4%-29.6pp | 72.2%-37.4pp | 72.2%-37.4pp |
| Annual return | 15.78% | -312.52%+328.3pp | 36.33%-20.5pp | 59.29%-43.5pp |
| Employer contribution / active EE | $414 | $1,402-70.4% | $3,704-88.8% | $2,234-81.4% |
| Participant deferral / active EE | $813 | $2,844-71.4% | $3,499-76.8% | $3,805-78.6% |
| Admin fee / account holder | $100 | $132-24.7% | $6,684-98.5% | $158-36.9% |