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 9-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 20-8764829 | Recordkeeping | $25,941 |
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 | $60,675 | $78,485-22.7% | $106,213-42.9% | $74,495-18.6% |
| Participation rate | 96.9% | 72.8%+24.1pp | 75.3%+21.6pp | 67.2%+29.7pp |
| Annual return | 14.11% | 15.95%-1.8pp | 116.14%-102.0pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,433 | $2,523-3.6% | $3,171-23.3% | $2,623-7.2% |
| Participant deferral / active EE | $2,571 | $4,322-40.5% | $5,016-48.7% | $4,346-40.8% |
| Admin fee / account holder | $154 | $2,232-93.1% | $11,033-98.6% | $1,942-92.1% |