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 04-2647786 | Recordkeeping Fees | $11,012 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $600,479 | $100,923+495.0% | $150,045+300.2% | $74,304+708.1% |
| Participation rate | 87.6% | 70.1%+17.5pp | 82.3%+5.2pp | 60.3%+27.2pp |
| Annual return | 15.32% | 51.77%-36.4pp | 62.55%-47.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $15,983 | $3,463+361.5% | $4,693+240.6% | $2,241+613.2% |
| Participant deferral / active EE | $11,900 | $6,709+77.4% | $7,997+48.8% | $3,767+215.9% |
| Admin fee / account holder | $39 | $2,767-98.6% | $13,435-99.7% | $2,969-98.7% |