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 01-0233346 | Recordkeeping | $6,195 |
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 | $30,351 | $91,372-66.8% | $129,995-76.7% | $74,419-59.2% |
| Participation rate | 49.3% | 77.8%-28.4pp | 78.5%-29.1pp | 70.7%-21.4pp |
| Annual return | 20.84% | 23.21%-2.4pp | -137.18%+158.0pp | 34.38%-13.5pp |
| Employer contribution / active EE | $1,386 | $2,563-45.9% | $4,320-67.9% | $2,637-47.4% |
| Participant deferral / active EE | $2,892 | $4,721-38.7% | $5,820-50.3% | $4,528-36.1% |
| Admin fee / account holder | $184 | $283-35.0% | $10,614-98.3% | $348-47.0% |