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 | $634 |
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 | $65,970 | $69,362-4.9% | $101,248-34.8% | $73,488-10.2% |
| Participation rate | 58.1% | 68.4%-10.3pp | 75.8%-17.7pp | 70.7%-12.6pp |
| Annual return | 8.23% | 18.46%-10.2pp | 46.47%-38.2pp | 28.51%-20.3pp |
| Employer contribution / active EE | $1,218 | $2,628-53.7% | $3,660-66.7% | $2,270-46.4% |
| Participant deferral / active EE | $3,675 | $3,300+11.4% | $4,370-15.9% | $3,740-1.7% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |