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 64 · EIN 04-2647786 | Recordkeeping Fees | $1,350 |
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 | $190,496 | $82,978+129.6% | $129,995+46.5% | $71,457+166.6% |
| Participation rate | 88.6% | 74.1%+14.6pp | 78.5%+10.2pp | 67.9%+20.7pp |
| Annual return | 16.63% | 20.60%-4.0pp | -137.18%+153.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $4,508 | $2,622+72.0% | $4,320+4.4% | $2,588+74.2% |
| Participant deferral / active EE | $8,745 | $4,432+97.3% | $5,820+50.3% | $4,289+103.9% |
| Admin fee / account holder | $5 | $1,729-99.7% | $10,614-99.9% | $1,587-99.7% |