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 16-1450952 | Recordkeeping | $19,372 |
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 | $62,963 | $101,317-37.9% | $146,958-57.2% | $74,495-15.5% |
| Participation rate | 82.2% | 75.5%+6.7pp | 82.2%0pp | 67.2%+15.0pp |
| Annual return | 17.11% | 8730.91%-8713.8pp | 418.34%-401.2pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $4,712 | $3,810+23.7% | $4,933-4.5% | $2,623+79.6% |
| Participant deferral / active EE | $7,398 | $7,303+1.3% | $8,070-8.3% | $4,346+70.2% |
| Admin fee / account holder | $74 | $1,739-95.8% | $12,998-99.4% | $1,942-96.2% |