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 | $738 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,895 | $77,660-6.1% | $109,143-33.2% | $79,386-8.2% |
| Participation rate | 57.5% | 67.8%-10.3pp | 75.9%-18.4pp | 70.7%-13.2pp |
| Annual return | 7.56% | 23.44%-15.9pp | 25.75%-18.2pp | 116.85%-109.3pp |
| Employer contribution / active EE | $1,271 | $2,797-54.6% | $3,722-65.8% | $2,427-47.6% |
| Participant deferral / active EE | $3,837 | $3,518+9.1% | $4,653-17.5% | $4,046-5.2% |
| Admin fee / account holder | $0 | $732-100.0% | $6,752-100.0% | $626-100.0% |