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 | $30,176 |
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 | $31,049 | $58,264-46.7% | $86,612-64.2% | $71,457-56.5% |
| Participation rate | 99.3% | 65.0%+34.3pp | 71.7%+27.6pp | 67.9%+31.4pp |
| Annual return | 18.65% | 21.63%-3.0pp | 591.07%-572.4pp | 28.85%-10.2pp |
| Employer contribution / active EE | $1,338 | $2,574-48.0% | $3,022-55.7% | $2,588-48.3% |
| Participant deferral / active EE | $2,161 | $3,436-37.1% | $4,438-51.3% | $4,289-49.6% |
| Admin fee / account holder | $177 | $1,057-83.3% | $5,614-96.8% | $1,587-88.9% |