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 64 · EIN 71-0294708 | Recordkeeping Fees | $350 |
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 | $188,693 | $100,227+88.3% | $169,993+11.0% | $74,419+153.6% |
| Participation rate | 98.1% | 87.3%+10.8pp | 87.0%+11.1pp | 70.7%+27.4pp |
| Annual return | 20.36% | 66.08%-45.7pp | 53.37%-33.0pp | 34.38%-14.0pp |
| Employer contribution / active EE | $7,982 | $4,263+87.2% | $6,785+17.6% | $2,637+202.7% |
| Participant deferral / active EE | $7,659 | $7,143+7.2% | $10,408-26.4% | $4,528+69.1% |
| Admin fee / account holder | $1 | $234-99.6% | $12,815-100.0% | $348-99.7% |