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 | $496 |
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 | $44,384 | $40,385+9.9% | $80,569-44.9% | $74,419-40.4% |
| Participation rate | 68.9% | 47.4%+21.5pp | 67.0%+1.9pp | 70.7%-1.8pp |
| Annual return | 17.21% | 164.85%-147.6pp | 935.43%-918.2pp | 34.38%-17.2pp |
| Employer contribution / active EE | $448 | $1,496-70.0% | $2,723-83.5% | $2,637-83.0% |
| Participant deferral / active EE | $3,537 | $2,674+32.2% | $4,447-20.5% | $4,528-21.9% |
| Admin fee / account holder | $275 | $720-61.8% | $5,377-94.9% | $348-21.0% |