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 | $113,415 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,986 | $54,193-63.1% | $93,606-78.6% | $77,643-74.3% |
| Participation rate | 91.0% | 63.9%+27.1pp | 68.7%+22.3pp | 70.6%+20.4pp |
| Annual return | 16.78% | 30.54%-13.8pp | 133.20%-116.4pp | 31.24%-14.5pp |
| Employer contribution / active EE | $784 | $1,168-32.9% | $2,420-67.6% | $2,726-71.2% |
| Participant deferral / active EE | $3,720 | $3,144+18.3% | $4,411-15.7% | $4,647-20.0% |
| Admin fee / account holder | $194 | $576-66.3% | $8,285-97.7% | $430-54.9% |