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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,029 | $51,466-61.1% | $78,778-74.6% | $62,292-67.8% |
| Participation rate | 57.8% | 59.8%-2.0pp | 69.2%-11.4pp | 69.5%-11.7pp |
| Annual return | 18.44% | 19.96%-1.5pp | 35.62%-17.2pp | 28.90%-10.5pp |
| Employer contribution / active EE | $371 | $827-55.1% | $1,986-81.3% | $2,042-81.8% |
| Participant deferral / active EE | $1,567 | $2,147-27.0% | $2,958-47.0% | $3,169-50.6% |
| Admin fee / account holder | $169 | $489-65.4% | $5,134-96.7% | $479-64.7% |