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 | $40,704 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,387 | $65,223-59.5% | $80,019-67.0% | $55,725-52.6% |
| Participation rate | 58.8% | 80.6%-21.8pp | 75.8%-17.0pp | 70.9%-12.1pp |
| Annual return | -5.23% | 7.59%-12.8pp | 11.22%-16.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $570 | $2,544-77.6% | $2,468-76.9% | $2,078-72.6% |
| Participant deferral / active EE | $1,812 | $3,881-53.3% | $3,686-50.8% | $3,356-46.0% |
| Admin fee / account holder | $6 | $114-95.2% | $6,521-99.9% | $115-95.2% |