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 | $23,628 |
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 | $46,525 | $46,292+0.5% | $143,757-67.6% | $64,808-28.2% |
| Participation rate | 55.8% | 64.2%-8.5pp | 80.3%-24.5pp | 71.5%-15.7pp |
| Annual return | -14.02% | -10.05%-4.0pp | -0.04%-14.0pp | 32.82%-46.8pp |
| Employer contribution / active EE | $1,727 | $1,910-9.6% | $4,951-65.1% | $2,506-31.1% |
| Participant deferral / active EE | $3,566 | $2,646+34.8% | $5,637-36.7% | $4,310-17.3% |
| Admin fee / account holder | $112 | $154-27.0% | $14,673-99.2% | $188-40.2% |