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 | $21,368 |
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 | $47,246 | $111,491-57.6% | $189,513-75.1% | $86,799-45.6% |
| Participation rate | 83.5% | 87.3%-3.9pp | 87.8%-4.3pp | 72.3%+11.2pp |
| Annual return | 18.74% | 83.50%-64.8pp | 555.15%-536.4pp | 97.91%-79.2pp |
| Employer contribution / active EE | $0 | $3,951-100.0% | $6,162-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,310 | $6,437-48.6% | $8,221-59.7% | $4,131-19.9% |
| Admin fee / account holder | $0 | $189-99.8% | $12,045-100.0% | $170-99.8% |