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 9-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 | $188,050 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,561 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,462 | $53,199-57.8% | $155,567-85.6% | $199,768-88.8% |
| Participation rate | 30.4% | 64.1%-33.7pp | 78.2%-47.8pp | 72.0%-41.6pp |
| Annual return | 15.07% | 41.17%-26.1pp | 64.74%-49.7pp | 34.26%-19.2pp |
| Employer contribution / active EE | $767 | $1,852-58.6% | $4,674-83.6% | $3,037-74.8% |
| Participant deferral / active EE | $1,538 | $3,163-51.4% | $5,628-72.7% | $5,090-69.8% |
| Admin fee / account holder | $102 | $186-44.8% | $15,916-99.4% | $269-61.9% |