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 5-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 01-0233346 | Recordkeeping | $334 |
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 | $58,903 | $73,638-20.0% | $108,410-45.7% | $79,386-25.8% |
| Participation rate | 97.2% | 77.4%+19.8pp | 80.1%+17.1pp | 70.7%+26.5pp |
| Annual return | 26.15% | 33.27%-7.1pp | 905.27%-879.1pp | 116.85%-90.7pp |
| Employer contribution / active EE | $3,517 | $2,397+46.7% | $3,558-1.2% | $2,427+44.9% |
| Participant deferral / active EE | $7,026 | $6,218+13.0% | $6,563+7.1% | $4,046+73.7% |
| Admin fee / account holder | $88 | $638-86.2% | $7,295-98.8% | $626-85.9% |