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 8-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 01-0233346 | Recordkeeping | $275 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,300 | $93,182-26.7% | $146,665-53.4% | $79,386-14.0% |
| Participation rate | 80.8% | 76.4%+4.4pp | 80.1%+0.8pp | 70.7%+10.1pp |
| Annual return | 10.30% | 21.61%-11.3pp | 22.74%-12.4pp | 116.85%-106.5pp |
| Employer contribution / active EE | $798 | $2,420-67.0% | $4,136-80.7% | $2,427-67.1% |
| Participant deferral / active EE | $4,484 | $4,169+7.6% | $5,506-18.6% | $4,046+10.8% |
| Admin fee / account holder | $60 | $585-89.7% | $10,280-99.4% | $626-90.4% |