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 | $350 |
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $0 |
Employer contribution per participant 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 | $58,505 | $86,655-32.5% | $119,609-51.1% | $66,914-12.6% |
| Participation rate | 71.3% | 75.6%-4.2pp | 79.3%-7.9pp | 69.8%+1.5pp |
| Annual return | -16.01% | -8.00%-8.0pp | -14.97%-1.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $743 | $2,536-70.7% | $4,232-82.4% | $2,544-70.8% |
| Participant deferral / active EE | $4,158 | $4,358-4.6% | $5,602-25.8% | $4,237-1.9% |
| Admin fee / account holder | $28 | $755-96.2% | $10,323-99.7% | $593-95.2% |