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 35-0145825 | Recordkeeping | $40,746 |
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 | $39,379 | $100,801-60.9% | $149,696-73.7% | $73,409-46.4% |
| Participation rate | 94.3% | 77.7%+16.6pp | 82.5%+11.8pp | 72.2%+22.1pp |
| Annual return | 29.72% | 265.34%-235.6pp | 276.60%-246.9pp | 59.29%-29.6pp |
| Employer contribution / active EE | $1,537 | $3,312-53.6% | $4,644-66.9% | $2,234-31.2% |
| Participant deferral / active EE | $2,780 | $6,404-56.6% | $6,842-59.4% | $3,805-26.9% |
| Admin fee / account holder | $8 | $181-95.3% | $9,309-99.9% | $158-94.6% |