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 | $16,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $86,593 | $59,805+44.8% | $79,550+8.9% | $68,494+26.4% |
| Participation rate | 55.8% | 61.1%-5.3pp | 69.5%-13.7pp | 67.9%-12.1pp |
| Annual return | -10.25% | -12.30%+2.1pp | 0.16%-10.4pp | -7.84%-2.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,632 | $3,024-46.0% | $3,985-59.1% | $4,027-59.5% |
| Admin fee / account holder | $220 | $4,835-95.5% | $6,832-96.8% | $5,403-95.9% |