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 13-3646501 | Recordkeeping | $62,887 |
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 | $46,374 | $52,670-12.0% | $90,404-48.7% | $73,409-36.8% |
| Participation rate | 85.9% | 67.7%+18.3pp | 72.7%+13.2pp | 72.2%+13.7pp |
| Annual return | 19.83% | 20.70%-0.9pp | 1293.02%-1273.2pp | 59.29%-39.5pp |
| Employer contribution / active EE | $705 | $1,872-62.3% | $3,262-78.4% | $2,234-68.4% |
| Participant deferral / active EE | $2,361 | $2,807-15.9% | $3,963-40.4% | $3,805-37.9% |
| Admin fee / account holder | $216 | $117+85.1% | $5,611-96.1% | $158+36.9% |