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 |
|---|---|---|
RKL LLP5 years Service code 10 · EIN 23-2108173 | Accounting | $8,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,254 |
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 | $72,934 | $79,519-8.3% | $95,952-24.0% | $73,409-0.6% |
| Participation rate | 94.5% | 81.2%+13.3pp | 77.1%+17.4pp | 72.2%+22.3pp |
| Annual return | 18.12% | 19.20%-1.1pp | 91.61%-73.5pp | 59.29%-41.2pp |
| Employer contribution / active EE | $799 | $2,048-61.0% | $2,541-68.5% | $2,234-64.2% |
| Participant deferral / active EE | $4,899 | $4,138+18.4% | $4,167+17.6% | $3,805+28.7% |
| Admin fee / account holder | $65 | $184-64.6% | $6,795-99.0% | $158-58.6% |