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 | $0 |
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 | $30,189 | $52,884-42.9% | $84,750-64.4% | $55,167-45.3% |
| Participation rate | 57.8% | 67.5%-9.7pp | 76.6%-18.8pp | 69.0%-11.2pp |
| Annual return | 5.06% | 18.03%-13.0pp | 22.78%-17.7pp | 169.23%-164.2pp |
| Employer contribution / active EE | $980 | $2,233-56.1% | $3,574-72.6% | $1,963-50.1% |
| Participant deferral / active EE | $1,757 | $2,644-33.5% | $3,712-52.7% | $3,054-42.5% |
| Admin fee / account holder | $0 | $581-100.0% | $5,332-100.0% | $504-100.0% |