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 | $0 |
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 | $55,810 | $64,286-13.2% | $90,951-38.6% | $73,409-24.0% |
| Participation rate | 65.7% | 63.6%+2.1pp | 69.0%-3.3pp | 72.2%-6.5pp |
| Annual return | 13.46% | 21.45%-8.0pp | 134.60%-121.1pp | 59.29%-45.8pp |
| Employer contribution / active EE | $1,420 | $895+58.8% | $2,122-33.1% | $2,234-36.4% |
| Participant deferral / active EE | $2,412 | $2,453-1.7% | $3,373-28.5% | $3,805-36.6% |
| Admin fee / account holder | $205 | $287-28.6% | $5,959-96.6% | $158+29.9% |