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 26 · EIN 20-1090152 | Advisory (Participants) | $10,103 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,737 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,826 | $79,519-48.7% | $95,952-57.5% | $73,409-44.4% |
| Participation rate | 63.9% | 81.2%-17.3pp | 77.1%-13.2pp | 72.2%-8.3pp |
| Annual return | 13.94% | 19.20%-5.3pp | 91.61%-77.7pp | 59.29%-45.3pp |
| Employer contribution / active EE | $752 | $2,048-63.3% | $2,541-70.4% | $2,234-66.3% |
| Participant deferral / active EE | $1,815 | $4,138-56.1% | $4,167-56.4% | $3,805-52.3% |
| Admin fee / account holder | $53 | $184-71.2% | $6,795-99.2% | $158-66.4% |