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 36-3580924 | Recordkeeping | $3,775 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,115 |
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 | $130,682 | $49,451+164.3% | $79,550+64.3% | $66,914+95.3% |
| Participation rate | 93.1% | 61.3%+31.8pp | 69.5%+23.6pp | 69.8%+23.3pp |
| Annual return | -16.90% | 84.25%-101.2pp | 0.16%-17.1pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,481 | $1,266+96.1% | $2,413+2.8% | $2,544-2.5% |
| Participant deferral / active EE | $7,266 | $3,159+130.1% | $3,985+82.3% | $4,237+71.5% |
| Admin fee / account holder | $242 | $595-59.4% | $6,832-96.5% | $593-59.3% |