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 | $916 |
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 | $52,822 | $58,320-9.4% | $86,436-38.9% | $66,914-21.1% |
| Participation rate | 91.9% | 78.6%+13.3pp | 80.3%+11.6pp | 69.8%+22.1pp |
| Annual return | -14.37% | -9.71%-4.7pp | 4394.89%-4409.3pp | 1.58%-16.0pp |
| Employer contribution / active EE | $4,643 | $2,615+77.5% | $3,769+23.2% | $2,544+82.5% |
| Participant deferral / active EE | $9,087 | $6,899+31.7% | $6,952+30.7% | $4,237+114.5% |
| Admin fee / account holder | $100 | $546-81.6% | $6,731-98.5% | $593-83.1% |