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 | $63,286 |
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 | $36,685 | $82,202-55.4% | $125,339-70.7% | $64,808-43.4% |
| Participation rate | 95.3% | 77.9%+17.5pp | 82.4%+13.0pp | 71.5%+23.9pp |
| Annual return | 1.85% | 3.48%-1.6pp | 572.05%-570.2pp | 32.82%-31.0pp |
| Employer contribution / active EE | $1,767 | $3,615-51.1% | $4,814-63.3% | $2,506-29.5% |
| Participant deferral / active EE | $3,626 | $7,175-49.5% | $7,446-51.3% | $4,310-15.9% |
| Admin fee / account holder | $8 | $163-94.9% | $10,010-99.9% | $188-95.6% |