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 | $1,736 |
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 | $36,557 | $40,174-9.0% | $84,015-56.5% | $67,579-45.9% |
| Participation rate | 45.2% | 62.7%-17.5pp | 69.0%-23.8pp | 71.3%-26.1pp |
| Annual return | 27.79% | 25.82%+2.0pp | 71.31%-43.5pp | 378.56%-350.8pp |
| Employer contribution / active EE | $679 | $808-15.9% | $1,983-65.8% | $2,148-68.4% |
| Participant deferral / active EE | $1,820 | $2,301-20.9% | $3,239-43.8% | $3,539-48.6% |
| Admin fee / account holder | $31 | $128-76.0% | $6,101-99.5% | $142-78.3% |