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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,017 | $88,982-76.4% | $102,438-79.5% | $77,671-72.9% |
| Participation rate | 48.9% | 80.9%-32.0pp | 76.5%-27.6pp | 70.6%-21.7pp |
| Annual return | 16.54% | 25.01%-8.5pp | 29.37%-12.8pp | 31.21%-14.7pp |
| Employer contribution / active EE | $1,019 | $2,698-62.2% | $3,024-66.3% | $2,726-62.6% |
| Participant deferral / active EE | $2,762 | $5,144-46.3% | $5,054-45.4% | $4,648-40.6% |
| Admin fee / account holder | $103 | $236-56.5% | $9,448-98.9% | $430-76.2% |