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 35-0145825 | Recordkeeping | $22,668 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,926 | $64,119-14.3% | $112,228-51.1% | $66,914-17.9% |
| Participation rate | 47.5% | 68.5%-20.9pp | 75.1%-27.5pp | 69.8%-22.3pp |
| Annual return | -17.66% | -13.81%-3.9pp | 27.45%-45.1pp | 1.58%-19.2pp |
| Employer contribution / active EE | $176 | $3,005-94.1% | $3,635-95.2% | $2,544-93.1% |
| Participant deferral / active EE | $1,969 | $3,693-46.7% | $4,728-58.4% | $4,237-53.5% |
| Admin fee / account holder | $123 | $625-80.3% | $6,410-98.1% | $593-79.2% |