Filed October 22, 2025
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 | $2,552 |
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 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 | $40,551 | $64,909-37.5% | $82,313-50.7% | $62,292-34.9% |
| Participation rate | 65.7% | 74.9%-9.2pp | 76.9%-11.2pp | 69.5%-3.8pp |
| Annual return | 15.61% | 21.18%-5.6pp | 25.88%-10.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $661 | $1,676-60.6% | $2,428-72.8% | $2,042-67.6% |
| Participant deferral / active EE | $1,996 | $3,103-35.7% | $3,706-46.2% | $3,169-37.0% |
| Admin fee / account holder | $224 | $440-49.1% | $5,608-96.0% | $479-53.3% |