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 | $1,480 |
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 | $50,400 | $52,293-3.6% | $178,490-71.8% | $73,409-31.3% |
| Participation rate | 46.8% | 65.3%-18.6pp | 81.9%-35.2pp | 72.2%-25.4pp |
| Annual return | 15.64% | 34.75%-19.1pp | 151.07%-135.4pp | 59.29%-43.7pp |
| Employer contribution / active EE | $377 | $1,735-78.3% | $5,011-92.5% | $2,234-83.1% |
| Participant deferral / active EE | $2,533 | $2,332+8.6% | $5,202-51.3% | $3,805-33.4% |
| Admin fee / account holder | $19 | $127-85.4% | $13,984-99.9% | $158-88.2% |