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 13-3689044 | Recordkeeping | $27,220 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,135 | $81,908-88.8% | $90,749-89.9% | $64,808-85.9% |
| Participation rate | 64.4% | 80.5%-16.1pp | 75.7%-11.3pp | 71.5%-7.1pp |
| Annual return | -7.20% | -12.53%+5.3pp | -12.16%+5.0pp | 32.82%-40.0pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $2,921-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $736 | $4,840-84.8% | $4,564-83.9% | $4,310-82.9% |
| Admin fee / account holder | $71 | $157-54.6% | $8,445-99.2% | $188-62.0% |