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 64 · EIN 71-0294708 | Recordkeeping Fees | $6,080 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,764 | $45,283+5.5% | $155,790-69.3% | $52,331-8.7% |
| Participation rate | 36.9% | 62.2%-25.3pp | 76.1%-39.2pp | 68.1%-31.2pp |
| Annual return | -1.54% | 1.80%-3.3pp | 71.54%-73.1pp | 4.54%-6.1pp |
| Employer contribution / active EE | $563 | $1,329-57.6% | $3,836-85.3% | $1,882-70.1% |
| Participant deferral / active EE | $1,571 | $2,854-45.0% | $4,797-67.2% | $3,022-48.0% |
| Admin fee / account holder | $54 | $981-94.5% | $7,478-99.3% | $592-90.8% |