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 64 · EIN 39-6040276 | Recordkeeping Fees | $1,175 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,595 | $49,451+93.3% | $79,550+20.2% | $66,914+42.9% |
| Participation rate | 25.1% | 61.3%-36.2pp | 69.5%-44.4pp | 69.8%-44.7pp |
| Annual return | -14.01% | 84.25%-98.3pp | 0.16%-14.2pp | 1.58%-15.6pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,355 | $3,159-25.5% | $3,985-40.9% | $4,237-44.4% |
| Admin fee / account holder | $43 | $595-92.7% | $6,832-99.4% | $593-92.7% |