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 | $50 |
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 | $26,380 | $79,694-66.9% | $96,139-72.6% | $79,386-66.8% |
| Participation rate | 40.0% | 54.0%-14.0pp | 68.4%-28.4pp | 70.7%-30.7pp |
| Annual return | 18.16% | 40.84%-22.7pp | 191.94%-173.8pp | 116.85%-98.7pp |
| Employer contribution / active EE | $650 | $1,443-54.9% | $2,797-76.7% | $2,427-73.2% |
| Participant deferral / active EE | $1,357 | $2,539-46.5% | $4,349-68.8% | $4,046-66.5% |
| Admin fee / account holder | $2 | $630-99.7% | $5,537-100.0% | $626-99.7% |