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 62-1291257 | Recordkeeping | $46,797 |
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 | $41,342 | $45,343-8.8% | $150,298-72.5% | $67,986-39.2% |
| Participation rate | 60.3% | 51.9%+8.4pp | 77.8%-17.5pp | 57.2%+3.1pp |
| Annual return | 11.81% | 33.28%-21.5pp | 62.79%-51.0pp | 31.67%-19.9pp |
| Employer contribution / active EE | $1,627 | $1,462+11.3% | $4,154-60.8% | $2,019-19.4% |
| Participant deferral / active EE | $848 | $2,055-58.7% | $5,453-84.5% | $3,358-74.8% |
| Admin fee / account holder | $284 | $2,250-87.4% | $14,116-98.0% | $3,203-91.1% |