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 | $1,234 |
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 | $16,996 | $35,986-52.8% | $77,482-78.1% | $73,488-76.9% |
| Participation rate | 55.4% | 40.8%+14.5pp | 54.2%+1.2pp | 70.7%-15.3pp |
| Annual return | 6.95% | 19.26%-12.3pp | 54.79%-47.8pp | 28.51%-21.6pp |
| Employer contribution / active EE | $554 | $557-0.6% | $986-43.8% | $2,270-75.6% |
| Participant deferral / active EE | $1,386 | $1,198+15.7% | $1,861-25.5% | $3,740-62.9% |
| Admin fee / account holder | $15 | $466-96.8% | $2,858-99.5% | $513-97.1% |