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 5-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 65-0608221 | Recordkeeping | $16,192 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,428 | $65,435-84.1% | $86,677-88.0% | $66,914-84.4% |
| Participation rate | 95.5% | 75.5%+20.1pp | 76.6%+18.9pp | 69.8%+25.7pp |
| Annual return | -13.36% | -10.89%-2.5pp | 35.91%-49.3pp | 1.58%-14.9pp |
| Employer contribution / active EE | $2,095 | $2,153-2.7% | $2,836-26.1% | $2,544-17.6% |
| Participant deferral / active EE | $4,810 | $4,100+17.3% | $4,656+3.3% | $4,237+13.5% |
| Admin fee / account holder | $90 | $642-85.9% | $7,493-98.8% | $593-84.8% |