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 4-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 | $2,362 |
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 | $25,799 | $44,764-42.4% | $68,791-62.5% | $64,808-60.2% |
| Participation rate | 47.7% | 64.8%-17.1pp | 69.0%-21.3pp | 71.5%-23.8pp |
| Annual return | -15.93% | -10.91%-5.0pp | -6.38%-9.6pp | 32.82%-48.7pp |
| Employer contribution / active EE | $888 | $1,775-50.0% | $2,655-66.5% | $2,506-64.5% |
| Participant deferral / active EE | $2,251 | $3,238-30.5% | $3,941-42.9% | $4,310-47.8% |
| Admin fee / account holder | $61 | $151-59.8% | $4,932-98.8% | $188-67.6% |