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 | $2,723 |
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 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 | $25,804 | $52,884-51.2% | $84,750-69.6% | $55,167-53.2% |
| Participation rate | 66.7% | 67.5%-0.9pp | 76.6%-9.9pp | 69.0%-2.3pp |
| Annual return | 7.67% | 18.03%-10.4pp | 22.78%-15.1pp | 169.23%-161.6pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,189 | $2,644-55.0% | $3,712-68.0% | $3,054-61.1% |
| Admin fee / account holder | $6 | $581-98.9% | $5,332-99.9% | $504-98.7% |