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 15 · EIN 48-1205033 | Recordkeeping | $19,005 |
Filed as: BARNES DENNIG & CO., INC. Service code 10 · EIN 31-1119890 | Accounting | $10,000 |
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 | $49,165 | $73,867-33.4% | $143,757-65.8% | $68,494-28.2% |
| Participation rate | 86.5% | 66.7%+19.9pp | 80.3%+6.2pp | 67.9%+18.6pp |
| Annual return | -16.53% | 1.01%-17.5pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,027 | $3,184-67.8% | $4,951-79.3% | $2,596-60.5% |
| Participant deferral / active EE | $2,753 | $3,384-18.7% | $5,637-51.2% | $4,027-31.6% |
| Admin fee / account holder | $232 | $5,755-96.0% | $14,673-98.4% | $5,403-95.7% |