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 | $18,028 |
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 | $51,342 | $77,899-34.1% | $149,673-65.7% | $75,163-31.7% |
| Participation rate | 88.8% | 65.6%+23.2pp | 78.8%+10.0pp | 67.2%+21.6pp |
| Annual return | 15.69% | 31.72%-16.0pp | 134.42%-118.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,012 | $3,137-67.7% | $4,818-79.0% | $2,670-62.1% |
| Participant deferral / active EE | $2,785 | $3,411-18.3% | $5,680-51.0% | $4,125-32.5% |
| Admin fee / account holder | $141 | $5,956-97.6% | $13,210-98.9% | $5,651-97.5% |