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 | $31,009 |
Annual investment return 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 | $28,331 | $51,197-44.7% | $82,719-65.8% | $66,914-57.7% |
| Participation rate | 98.5% | 67.8%+30.7pp | 72.6%+26.0pp | 69.8%+28.7pp |
| Annual return | -18.53% | -9.64%-8.9pp | 701.18%-719.7pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,262 | $2,611-51.6% | $3,009-58.0% | $2,544-50.4% |
| Participant deferral / active EE | $2,015 | $3,458-41.7% | $4,395-54.1% | $4,237-52.4% |
| Admin fee / account holder | $195 | $416-53.1% | $5,329-96.3% | $593-67.1% |