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 6-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 | $1,192 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,051 | $95,274+4.0% | $135,903-27.1% | $74,419+33.1% |
| Participation rate | 57.8% | 78.2%-20.4pp | 81.9%-24.1pp | 70.7%-13.0pp |
| Annual return | 37.40% | 32.77%+4.6pp | 68.23%-30.8pp | 34.38%+3.0pp |
| Employer contribution / active EE | $3,760 | $3,874-2.9% | $4,856-22.6% | $2,637+42.6% |
| Participant deferral / active EE | $9,987 | $7,782+28.3% | $7,758+28.7% | $4,528+120.6% |
| Admin fee / account holder | $294 | $266+10.4% | $10,762-97.3% | $348-15.6% |