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 | $28,001 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,678 | $56,503-20.9% | $70,092-36.3% | $64,808-31.1% |
| Participation rate | 35.8% | 70.5%-34.7pp | 70.5%-34.7pp | 71.5%-35.6pp |
| Annual return | -16.87% | -13.44%-3.4pp | 190.73%-207.6pp | 32.82%-49.7pp |
| Employer contribution / active EE | $730 | $2,046-64.3% | $2,559-71.5% | $2,506-70.9% |
| Participant deferral / active EE | $1,720 | $3,389-49.2% | $3,849-55.3% | $4,310-60.1% |
| Admin fee / account holder | $197 | $160+23.0% | $6,267-96.9% | $188+5.0% |