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 | $25,434 |
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 | $100,282 | $44,642+124.6% | $91,220+9.9% | $66,914+49.9% |
| Participation rate | 75.2% | 64.9%+10.4pp | 73.2%+2.1pp | 69.8%+5.4pp |
| Annual return | -18.36% | -12.29%-6.1pp | 114.01%-132.4pp | 1.58%-19.9pp |
| Employer contribution / active EE | $701 | $1,706-58.9% | $2,850-75.4% | $2,544-72.4% |
| Participant deferral / active EE | $3,061 | $3,349-8.6% | $4,234-27.7% | $4,237-27.8% |
| Admin fee / account holder | $1 | $521-99.8% | $5,420-100.0% | $593-99.8% |