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 64 · EIN 04-2647786 | Recordkeeping Fees | -$698 |
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 | $81,293 | $72,994+11.4% | $120,368-32.5% | $77,671+4.7% |
| Participation rate | 74.2% | 55.2%+19.0pp | 71.9%+2.3pp | 70.6%+3.6pp |
| Annual return | 14.53% | 18.23%-3.7pp | 107.26%-92.7pp | 31.21%-16.7pp |
| Employer contribution / active EE | $2,020 | $1,793+12.7% | $3,465-41.7% | $2,726-25.9% |
| Participant deferral / active EE | $3,484 | $3,011+15.7% | $4,991-30.2% | $4,648-25.0% |
| Admin fee / account holder | -$2 | $658-100.3% | $9,429-100.0% | $430-100.5% |