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 15 · EIN 01-0233346 | Recordkeeping | $670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $61,345 | $63,114-2.8% | $92,893-34.0% | $65,185-5.9% |
| Participation rate | 57.5% | 68.8%-11.3pp | 76.0%-18.5pp | 70.2%-12.7pp |
| Annual return | 13.27% | 28.75%-15.5pp | 109.41%-96.1pp | 29.38%-16.1pp |
| Employer contribution / active EE | $1,111 | $2,571-56.8% | $3,653-69.6% | $2,177-49.0% |
| Participant deferral / active EE | $3,269 | $3,108+5.2% | $4,236-22.8% | $3,514-7.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |