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 35-0145825 | Recordkeeping | $25,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $119,988 | $99,957+20.0% | $149,696-19.8% | $73,488+63.3% |
| Participation rate | 49.2% | 75.7%-26.5pp | 82.5%-33.2pp | 70.7%-21.4pp |
| Annual return | 19.65% | 53.87%-34.2pp | 276.60%-257.0pp | 28.51%-8.9pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,284 | $6,073-29.5% | $6,842-37.4% | $3,740+14.6% |
| Admin fee / account holder | $2 | $551-99.6% | $9,309-100.0% | $513-99.5% |