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 | $172,439 |
Service code 99 · EIN 04-2675571 | Other Fees | $82,880 |
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 | $76,575 | $91,517-16.3% | $101,248-24.4% | $73,409+4.3% |
| Participation rate | 98.2% | 73.8%+24.4pp | 75.8%+22.4pp | 72.2%+26.0pp |
| Annual return | 19.23% | 17.17%+2.1pp | 46.47%-27.2pp | 59.29%-40.1pp |
| Employer contribution / active EE | $5,733 | $2,877+99.3% | $3,660+56.7% | $2,234+156.7% |
| Participant deferral / active EE | $4,523 | $3,338+35.5% | $4,370+3.5% | $3,805+18.8% |
| Admin fee / account holder | $226 | $216+4.5% | $5,945-96.2% | $158+42.9% |