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 64 · EIN 04-2647786 | Recordkeeping Fees | $225 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $39,258 | $62,127-36.8% | $81,382-51.8% | $74,495-47.3% |
| Participation rate | 80.3% | 64.0%+16.3pp | 69.5%+10.8pp | 67.2%+13.1pp |
| Annual return | 15.23% | 16.48%-1.3pp | 24.73%-9.5pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $451 | $1,882-76.0% | $2,463-81.7% | $2,623-82.8% |
| Participant deferral / active EE | $3,064 | $3,229-5.1% | $3,883-21.1% | $4,346-29.5% |
| Admin fee / account holder | $2 | $1,934-99.9% | $5,768-100.0% | $1,942-99.9% |