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 9-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 71-0294708 | Recordkeeping Fees | $1,050 |
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 | $33,894 | $55,453-38.9% | $170,442-80.1% | $62,292-45.6% |
| Participation rate | 33.3% | 66.4%-33.0pp | 83.6%-50.3pp | 69.5%-36.2pp |
| Annual return | 12.51% | 21.38%-8.9pp | 205.93%-193.4pp | 28.90%-16.4pp |
| Employer contribution / active EE | $552 | $2,164-74.5% | $5,433-89.8% | $2,042-73.0% |
| Participant deferral / active EE | $1,083 | $2,303-53.0% | $4,939-78.1% | $3,169-65.8% |
| Admin fee / account holder | $14 | $455-97.0% | $13,880-99.9% | $479-97.2% |