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 64 · EIN 39-6040276 | Recordkeeping Fees | $375 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,220 | $59,263+60.7% | $96,562-1.4% | $79,386+19.9% |
| Participation rate | 33.6% | 61.9%-28.3pp | 69.8%-36.2pp | 70.7%-37.1pp |
| Annual return | 15.87% | 27.07%-11.2pp | 37.78%-21.9pp | 116.85%-101.0pp |
| Employer contribution / active EE | $297 | $1,216-75.6% | $2,356-87.4% | $2,427-87.8% |
| Participant deferral / active EE | $2,034 | $2,948-31.0% | $3,849-47.1% | $4,046-49.7% |
| Admin fee / account holder | $10 | $658-98.4% | $6,181-99.8% | $626-98.3% |