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 | $482 |
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 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 | $31,336 | $50,637-38.1% | $86,590-63.8% | $62,292-49.7% |
| Participation rate | 40.2% | 67.9%-27.6pp | 73.5%-33.3pp | 69.5%-29.3pp |
| Annual return | 15.06% | 20.80%-5.7pp | 964.84%-949.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $501 | $2,075-75.9% | $2,839-82.4% | $2,042-75.5% |
| Participant deferral / active EE | $1,250 | $2,611-52.1% | $3,609-65.4% | $3,169-60.5% |
| Admin fee / account holder | $11 | $413-97.4% | $4,906-99.8% | $479-97.8% |