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 | $1,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,394 | $58,264+27.7% | $86,612-14.1% | $71,457+4.1% |
| Participation rate | 68.3% | 65.0%+3.3pp | 71.7%-3.4pp | 67.9%+0.4pp |
| Annual return | 10.04% | 21.63%-11.6pp | 591.07%-581.0pp | 28.85%-18.8pp |
| Employer contribution / active EE | $1,857 | $2,574-27.9% | $3,022-38.6% | $2,588-28.2% |
| Participant deferral / active EE | $5,670 | $3,436+65.0% | $4,438+27.8% | $4,289+32.2% |
| Admin fee / account holder | $24 | $1,057-97.8% | $5,614-99.6% | $1,587-98.5% |