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 | $1,086 |
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 | $24,879 | $71,057-65.0% | $93,654-73.4% | $80,874-69.2% |
| Participation rate | 71.3% | 60.4%+10.9pp | 68.7%+2.5pp | 67.6%+3.6pp |
| Annual return | 12.35% | 11.26%+1.1pp | 133.34%-121.0pp | 35.62%-23.3pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,704 | $4,034-33.0% | $4,413-38.7% | $4,297-37.1% |
| Admin fee / account holder | $216 | $6,944-96.9% | $8,282-97.4% | $6,935-96.9% |