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 35-0145825 | Recordkeeping | $9,934 |
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 | $47,301 | $74,024-36.1% | $77,999-39.4% | $57,658-18.0% |
| Participation rate | 61.4% | 79.7%-18.4pp | 75.5%-14.2pp | 70.2%-8.9pp |
| Annual return | 75.02% | 12.14%+62.9pp | 425.96%-350.9pp | 5.13%+69.9pp |
| Employer contribution / active EE | $696 | $2,365-70.6% | $2,470-71.8% | $1,974-64.7% |
| Participant deferral / active EE | $2,343 | $3,533-33.7% | $3,497-33.0% | $3,061-23.4% |
| Admin fee / account holder | $9 | $93-90.3% | $5,480-99.8% | $95-90.4% |