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 01-0233346 | Recordkeeping | $1,021 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $17,902 | $31,679-43.5% | $74,701-76.0% | $65,185-72.5% |
| Participation rate | 60.4% | 40.4%+20.1pp | 54.5%+6.0pp | 70.2%-9.8pp |
| Annual return | 1.90% | 39.04%-37.1pp | 752.92%-751.0pp | 29.38%-27.5pp |
| Employer contribution / active EE | $576 | $566+1.8% | $1,084-46.8% | $2,177-73.5% |
| Participant deferral / active EE | $1,487 | $1,191+24.9% | $1,964-24.3% | $3,514-57.7% |
| Admin fee / account holder | $20 | $379-94.7% | $3,333-99.4% | $847-97.6% |