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 01-0233346 | Recordkeeping | $2,938 |
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 | $36,057 | $56,423-36.1% | $77,163-53.3% | $71,457-49.5% |
| Participation rate | 89.3% | 64.3%+25.0pp | 69.6%+19.7pp | 67.9%+21.4pp |
| Annual return | 14.61% | 19.05%-4.4pp | 37.87%-23.3pp | 28.85%-14.2pp |
| Employer contribution / active EE | $1,096 | $1,866-41.3% | $2,535-56.8% | $2,588-57.6% |
| Participant deferral / active EE | $2,275 | $3,142-27.6% | $3,833-40.6% | $4,289-47.0% |
| Admin fee / account holder | $227 | $1,429-84.1% | $5,472-95.9% | $1,587-85.7% |