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 | $54,609 |
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 | $61,271 | $58,926+4.0% | $97,226-37.0% | $74,495-17.8% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.2%+32.8pp |
| Annual return | 11.14% | 16.04%-4.9pp | 75.13%-64.0pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $434 | $1,894-77.1% | $2,729-84.1% | $2,623-83.4% |
| Participant deferral / active EE | $4,245 | $3,664+15.9% | $4,264-0.4% | $4,346-2.3% |
| Admin fee / account holder | $2 | $1,974-99.9% | $5,654-100.0% | $1,942-99.9% |