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 | $603 |
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 | $34,672 | $73,102-52.6% | $123,544-71.9% | $56,287-38.4% |
| Participation rate | 65.6% | 74.3%-8.7pp | 82.3%-16.7pp | 69.9%-4.2pp |
| Annual return | 11.33% | 3.01%+8.3pp | 119.20%-107.9pp | -9.96%+21.3pp |
| Employer contribution / active EE | $1,433 | $2,977-51.9% | $4,628-69.0% | $2,111-32.1% |
| Participant deferral / active EE | $4,474 | $5,423-17.5% | $6,426-30.4% | $3,350+33.6% |
| Admin fee / account holder | $7 | $554-98.6% | $9,284-99.9% | $521-98.6% |