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 | $30,623 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,125 | $43,504-14.7% | $68,793-46.0% | $56,287-34.0% |
| Participation rate | 63.9% | 67.8%-3.9pp | 72.2%-8.3pp | 69.9%-5.9pp |
| Annual return | -6.48% | -3.15%-3.3pp | -4.63%-1.9pp | -9.96%+3.5pp |
| Employer contribution / active EE | $270 | $1,525-82.3% | $2,625-89.7% | $2,111-87.2% |
| Participant deferral / active EE | $1,351 | $2,509-46.1% | $3,311-59.2% | $3,350-59.7% |
| Admin fee / account holder | $22 | $515-95.6% | $5,131-99.6% | $521-95.7% |