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 41-0417830 | Recordkeeping | $0 |
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 | $103,091 | $130,194-20.8% | $169,993-39.4% | $71,457+44.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 20.15% | 20.37%-0.2pp | 53.37%-33.2pp | 28.85%-8.7pp |
| Employer contribution / active EE | $3,736 | $4,381-14.7% | $6,785-44.9% | $2,588+44.4% |
| Participant deferral / active EE | $4,617 | $6,923-33.3% | $10,408-55.6% | $4,289+7.7% |
| Admin fee / account holder | $15 | $966-98.4% | $12,815-99.9% | $1,587-99.0% |