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 04-2647786 | Recordkeeping Fees | $8,722 |
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 | $100,817 | $81,900+23.1% | $119,609-15.7% | $68,494+47.2% |
| Participation rate | 49.3% | 71.9%-22.6pp | 79.3%-30.0pp | 67.9%-18.6pp |
| Annual return | -14.10% | -23.82%+9.7pp | -14.97%+0.9pp | -7.84%-6.3pp |
| Employer contribution / active EE | $756 | $2,693-71.9% | $4,232-82.1% | $2,596-70.9% |
| Participant deferral / active EE | $2,508 | $4,148-39.5% | $5,602-55.2% | $4,027-37.7% |
| Admin fee / account holder | $180 | $6,582-97.3% | $10,323-98.3% | $5,403-96.7% |