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 26 · EIN 65-0978008 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,071 | $37,426+17.8% | $77,482-43.1% | $79,858-44.8% |
| Participation rate | 23.8% | 41.5%-17.7pp | 54.2%-30.4pp | 69.6%-45.8pp |
| Annual return | 25.87% | 39.70%-13.8pp | 54.79%-28.9pp | 31.71%-5.8pp |
| Employer contribution / active EE | $362 | $637-43.2% | $986-63.4% | $2,471-85.4% |
| Participant deferral / active EE | $977 | $1,260-22.5% | $1,861-47.5% | $3,740-73.9% |
| Admin fee / account holder | $445 | $2,504-82.2% | $2,858-84.4% | $5,306-91.6% |