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 13 · EIN 35-1140070 | Contract Administrator | $53,824 |
Filed as: THE ROSE FINANCIAL GORUP Service code 15 · EIN 35-2130755 | Recordkeeping | $1,260 |
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 | $32,076 | $79,124-59.5% | $60,874-47.3% | $64,808-50.5% |
| Participation rate | 49.1% | 77.7%-28.6pp | 73.1%-24.0pp | 71.5%-22.3pp |
| Annual return | -10.33% | -7.13%-3.2pp | 16.90%-27.2pp | 32.82%-43.1pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $2,701-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,138 | $3,725-42.6% | $3,817-44.0% | $4,310-50.4% |
| Admin fee / account holder | $225 | $106+112.8% | $3,224-93.0% | $188+19.7% |