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 01-0233346 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,797 | $82,664-37.3% | $125,339-58.7% | $68,494-24.4% |
| Participation rate | 87.1% | 75.0%+12.0pp | 82.4%+4.7pp | 67.9%+19.2pp |
| Annual return | -16.60% | -5.97%-10.6pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,506 | $3,381-55.4% | $4,814-68.7% | $2,596-42.0% |
| Participant deferral / active EE | $6,076 | $6,110-0.6% | $7,446-18.4% | $4,027+50.9% |
| Admin fee / account holder | $0 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |