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 16-1450952 | Recordkeeping | $4,441 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $58,346 | $131,799-55.7% | $200,582-70.9% | $85,563-31.8% |
| Participation rate | 83.4% | 87.9%-4.5pp | 86.9%-3.5pp | 66.0%+17.5pp |
| Annual return | 15.15% | 21.59%-6.4pp | 42.33%-27.2pp | 31.51%-16.4pp |
| Employer contribution / active EE | $0 | $4,532-100.0% | $6,419-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $4,094 | $7,702-46.9% | $9,331-56.1% | $4,375-6.4% |
| Admin fee / account holder | $17 | $235-92.8% | $16,305-99.9% | $834-98.0% |