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 12 · EIN 48-1205033 | Recordkeeping fees; Sub-transfer agen... | $7,005 |
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 | $53,979 | $42,548+26.9% | $74,550-27.6% | $56,287-4.1% |
| Participation rate | 35.7% | 60.5%-24.8pp | 69.1%-33.5pp | 69.9%-34.2pp |
| Annual return | -4.20% | 12.40%-16.6pp | 32.53%-36.7pp | -9.96%+5.8pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,344 | $2,277-41.0% | $3,108-56.8% | $3,350-59.9% |
| Admin fee / account holder | $75 | $467-83.9% | $5,060-98.5% | $521-85.5% |