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 64 · EIN 71-0294708 | Recordkeeping Fees | $120,008 |
Service code 99 · EIN 04-2675571 | Other Fees | $69,982 |
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 | $49,313 | $56,443-12.6% | $83,848-41.2% | $55,725-11.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -5.08% | 393.67%-398.7pp | 850.88%-856.0pp | 244.93%-250.0pp |
| Employer contribution / active EE | $1,968 | $2,682-26.6% | $3,631-45.8% | $2,078-5.3% |
| Participant deferral / active EE | $3,643 | $2,965+22.9% | $4,082-10.7% | $3,356+8.6% |
| Admin fee / account holder | $178 | $156+13.7% | $5,478-96.8% | $115+54.2% |