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 | $6,181 |
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 | $31,248 | $49,693-37.1% | $70,515-55.7% | $74,419-58.0% |
| Participation rate | 46.2% | 64.7%-18.4pp | 68.3%-22.1pp | 70.7%-24.5pp |
| Annual return | 18.59% | 21.22%-2.6pp | 32.77%-14.2pp | 34.38%-15.8pp |
| Employer contribution / active EE | $891 | $1,773-49.7% | $2,973-70.0% | $2,637-66.2% |
| Participant deferral / active EE | $2,336 | $3,376-30.8% | $4,567-48.8% | $4,528-48.4% |
| Admin fee / account holder | $116 | $316-63.1% | $6,412-98.2% | $348-66.5% |