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 31-0233346 | Recordkeeping | $866 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,357 | $64,119-68.3% | $112,228-81.9% | $66,914-69.6% |
| Participation rate | 88.4% | 68.5%+19.9pp | 75.1%+13.3pp | 69.8%+18.6pp |
| Annual return | -16.27% | -13.81%-2.5pp | 27.45%-43.7pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,458 | $3,005-51.5% | $3,635-59.9% | $2,544-42.7% |
| Participant deferral / active EE | $4,070 | $3,693+10.2% | $4,728-13.9% | $4,237-3.9% |
| Admin fee / account holder | $158 | $625-74.7% | $6,410-97.5% | $593-73.3% |