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 | $784 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,603 | $64,119+2.3% | $112,228-41.5% | $66,914-2.0% |
| Participation rate | 58.9% | 68.5%-9.6pp | 75.1%-16.2pp | 69.8%-10.9pp |
| Annual return | -15.17% | -13.81%-1.4pp | 27.45%-42.6pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,279 | $3,005-57.5% | $3,635-64.8% | $2,544-49.7% |
| Participant deferral / active EE | $3,768 | $3,693+2.0% | $4,728-20.3% | $4,237-11.1% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |