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 | $25,311 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $55,412 | $69,823-20.6% | $77,163-28.2% | $74,419-25.5% |
| Participation rate | 34.3% | 70.0%-35.7pp | 69.6%-35.2pp | 70.7%-36.4pp |
| Annual return | 19.97% | 19.98%0pp | 37.87%-17.9pp | 34.38%-14.4pp |
| Employer contribution / active EE | $715 | $2,150-66.7% | $2,535-71.8% | $2,637-72.9% |
| Participant deferral / active EE | $1,580 | $3,558-55.6% | $3,833-58.8% | $4,528-65.1% |
| Admin fee / account holder | $182 | $398-54.2% | $5,472-96.7% | $348-47.7% |