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 | $15,578 |
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 | $50,802 | $100,227-49.3% | $169,993-70.1% | $74,419-31.7% |
| Participation rate | 76.5% | 87.3%-10.8pp | 87.0%-10.5pp | 70.7%+5.8pp |
| Annual return | 20.95% | 66.08%-45.1pp | 53.37%-32.4pp | 34.38%-13.4pp |
| Employer contribution / active EE | $0 | $4,263-100.0% | $6,785-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,498 | $7,143-51.0% | $10,408-66.4% | $4,528-22.8% |
| Admin fee / account holder | $1 | $234-99.8% | $12,815-100.0% | $348-99.9% |