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 35-0145825 | Recordkeeping | $7,413 |
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 | $10,981 | $46,553-76.4% | $64,056-82.9% | $75,163-85.4% |
| Participation rate | 54.3% | 65.9%-11.6pp | 72.3%-18.0pp | 67.2%-12.8pp |
| Annual return | 6.28% | 26.03%-19.8pp | 33.69%-27.4pp | 160.62%-154.3pp |
| Employer contribution / active EE | $736 | $1,974-62.7% | $2,747-73.2% | $2,670-72.4% |
| Participant deferral / active EE | $1,109 | $2,837-60.9% | $3,880-71.4% | $4,125-73.1% |
| Admin fee / account holder | $33 | $2,952-98.9% | $3,068-98.9% | $5,651-99.4% |