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 | $31,159 |
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 | $77,571 | $49,451+56.9% | $79,550-2.5% | $66,914+15.9% |
| Participation rate | 51.0% | 61.3%-10.4pp | 69.5%-18.5pp | 69.8%-18.8pp |
| Annual return | -16.39% | 84.25%-100.6pp | 0.16%-16.6pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,078 | $1,266-14.8% | $2,413-55.3% | $2,544-57.6% |
| Participant deferral / active EE | $4,016 | $3,159+27.1% | $3,985+0.8% | $4,237-5.2% |
| Admin fee / account holder | $0 | $595-100.0% | $6,832-100.0% | $593-100.0% |