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 9-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 04-2647786 | Recordkeeping Fees | $1,175 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,307 | $99,957-59.7% | $149,696-73.1% | $73,488-45.2% |
| Participation rate | 96.2% | 75.7%+20.5pp | 82.5%+13.7pp | 70.7%+25.5pp |
| Annual return | 34.94% | 53.87%-18.9pp | 276.60%-241.7pp | 28.51%+6.4pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,654 | $6,073+26.0% | $6,842+11.9% | $3,740+104.7% |
| Admin fee / account holder | $127 | $551-76.9% | $9,309-98.6% | $513-75.3% |