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 30-0219031 | Recordkeeping | $28,700 |
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 | $42,879 | $63,745-32.7% | $98,442-56.4% | $79,386-46.0% |
| Participation rate | 92.5% | 69.9%+22.6pp | 73.3%+19.1pp | 70.7%+21.7pp |
| Annual return | 14.02% | 625.80%-611.8pp | 1492.73%-1478.7pp | 116.85%-102.8pp |
| Employer contribution / active EE | $1,047 | $2,557-59.0% | $2,960-64.6% | $2,427-56.9% |
| Participant deferral / active EE | $2,058 | $3,303-37.7% | $4,276-51.9% | $4,046-49.1% |
| Admin fee / account holder | $237 | $516-54.0% | $5,949-96.0% | $626-62.1% |