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 | $41,643 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,044 | $91,517-21.3% | $101,248-28.8% | $73,409-1.9% |
| Participation rate | 29.8% | 73.8%-44.0pp | 75.8%-46.0pp | 72.2%-42.4pp |
| Annual return | 18.43% | 17.17%+1.3pp | 46.47%-28.0pp | 59.29%-40.9pp |
| Employer contribution / active EE | $1,147 | $2,877-60.1% | $3,660-68.7% | $2,234-48.6% |
| Participant deferral / active EE | $2,116 | $3,338-36.6% | $4,370-51.6% | $3,805-44.4% |
| Admin fee / account holder | $437 | $216+102.4% | $5,945-92.7% | $158+176.7% |