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 5-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 64 · EIN 71-0294708 | Recordkeeping Fees | $5,728 |
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 | $32,277 | $54,193-40.4% | $93,654-65.5% | $77,671-58.4% |
| Participation rate | 57.0% | 63.9%-7.0pp | 68.7%-11.7pp | 70.6%-13.6pp |
| Annual return | 15.30% | 30.54%-15.2pp | 133.34%-118.0pp | 31.21%-15.9pp |
| Employer contribution / active EE | $781 | $1,168-33.1% | $2,421-67.7% | $2,726-71.4% |
| Participant deferral / active EE | $3,533 | $3,144+12.4% | $4,413-19.9% | $4,648-24.0% |
| Admin fee / account holder | $22 | $576-96.1% | $8,282-99.7% | $430-94.8% |