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 | $1,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $79,170 | $57,921+36.7% | $84,750-6.6% | $57,658+37.3% |
| Participation rate | 26.1% | 72.9%-46.8pp | 76.6%-50.5pp | 70.2%-44.1pp |
| Annual return | 6.99% | 10.24%-3.3pp | 22.78%-15.8pp | 5.13%+1.9pp |
| Employer contribution / active EE | $87 | $2,598-96.7% | $3,574-97.6% | $1,974-95.6% |
| Participant deferral / active EE | $1,277 | $2,742-53.4% | $3,712-65.6% | $3,061-58.3% |
| Admin fee / account holder | $14 | $130-89.3% | $5,332-99.7% | $95-85.3% |