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 65-0608221 | Recordkeeping | $12,356 |
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 | $69,589 | $73,102-4.8% | $123,544-43.7% | $56,287+23.6% |
| Participation rate | 62.9% | 74.3%-11.5pp | 82.3%-19.4pp | 69.9%-7.0pp |
| Annual return | -4.27% | 3.01%-7.3pp | 119.20%-123.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $629 | $2,977-78.9% | $4,628-86.4% | $2,111-70.2% |
| Participant deferral / active EE | $3,560 | $5,423-34.3% | $6,426-44.6% | $3,350+6.3% |
| Admin fee / account holder | $192 | $554-65.3% | $9,284-97.9% | $521-63.1% |