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 |
|---|---|---|
WEISS & COMPANY LLP3 years Service code 15 · EIN 36-2663249 | Recordkeeping | $11,500 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,185 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $389,718 | $91,538+325.7% | $129,995+199.8% | $75,163+418.5% |
| Participation rate | 95.2% | 71.4%+23.7pp | 78.5%+16.7pp | 67.2%+28.0pp |
| Annual return | 14.73% | -631.11%+645.8pp | -137.18%+151.9pp | 160.62%-145.9pp |
| Employer contribution / active EE | $6,953 | $2,845+144.4% | $4,320+61.0% | $2,670+160.4% |
| Participant deferral / active EE | $12,152 | $4,341+179.9% | $5,820+108.8% | $4,125+194.6% |
| Admin fee / account holder | $119 | $6,790-98.2% | $10,614-98.9% | $5,651-97.9% |