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 | $38,441 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,798 | $62,723-47.7% | $142,863-77.0% | $86,799-62.2% |
| Participation rate | 26.8% | 62.6%-35.8pp | 71.9%-45.1pp | 72.3%-45.5pp |
| Annual return | 16.04% | 17.62%-1.6pp | 5637.54%-5621.5pp | 97.91%-81.9pp |
| Employer contribution / active EE | $418 | $1,627-74.3% | $4,144-89.9% | $2,405-82.6% |
| Participant deferral / active EE | $850 | $3,039-72.0% | $3,837-77.9% | $4,131-79.4% |
| Admin fee / account holder | $141 | $140+1.3% | $6,560-97.8% | $170-16.7% |