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 14-0696635 | Recordkeeping | $16,997 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,387 | $111,608-62.0% | $177,821-76.2% | $73,409-42.3% |
| Participation rate | 92.3% | 87.9%+4.4pp | 87.7%+4.6pp | 72.2%+20.1pp |
| Annual return | 16.41% | 18.23%-1.8pp | 48.32%-31.9pp | 59.29%-42.9pp |
| Employer contribution / active EE | $0 | $3,796-100.0% | $5,918-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,079 | $6,199-50.3% | $7,714-60.1% | $3,805-19.1% |
| Admin fee / account holder | $0 | $166-100.0% | $12,427-100.0% | $158-100.0% |