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 71-0294708 | Recordkeeping Fees | $25,361 |
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 | $136,656 | $131,799+3.7% | $200,582-31.9% | $85,563+59.7% |
| Participation rate | 98.8% | 87.9%+10.9pp | 86.9%+11.9pp | 66.0%+32.8pp |
| Annual return | 25.84% | 21.59%+4.3pp | 42.33%-16.5pp | 31.51%-5.7pp |
| Employer contribution / active EE | $4,349 | $4,532-4.0% | $6,419-32.2% | $2,654+63.9% |
| Participant deferral / active EE | $11,601 | $7,702+50.6% | $9,331+24.3% | $4,375+165.2% |
| Admin fee / account holder | $39 | $235-83.5% | $16,305-99.8% | $834-95.3% |