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 7-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 | $2,742 |
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 | $3,821 | $29,548-87.1% | $56,411-93.2% | $77,643-95.1% |
| Participation rate | 93.3% | 32.7%+60.6pp | 52.5%+40.8pp | 70.6%+22.7pp |
| Annual return | 12.98% | 19.01%-6.0pp | 1701.33%-1688.4pp | 31.24%-18.3pp |
| Employer contribution / active EE | $241 | $568-57.5% | $1,039-76.8% | $2,726-91.1% |
| Participant deferral / active EE | $1,325 | $1,061+24.9% | $1,952-32.1% | $4,647-71.5% |
| Admin fee / account holder | $47 | $1,046-95.5% | $2,829-98.3% | $430-89.1% |