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 | $415 |
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 | $63,252 | $59,805+5.8% | $79,550-20.5% | $68,494-7.7% |
| Participation rate | 49.5% | 61.1%-11.6pp | 69.5%-20.0pp | 67.9%-18.4pp |
| Annual return | -16.35% | -12.30%-4.0pp | 0.16%-16.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $501 | $1,505-66.7% | $2,413-79.2% | $2,596-80.7% |
| Participant deferral / active EE | $2,645 | $3,024-12.5% | $3,985-33.6% | $4,027-34.3% |
| Admin fee / account holder | $11 | $4,835-99.8% | $6,832-99.8% | $5,403-99.8% |