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 | $34,944 |
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 | $32,186 | $60,323-46.6% | $81,812-60.7% | $74,495-56.8% |
| Participation rate | 98.8% | 62.9%+35.9pp | 72.3%+26.4pp | 67.2%+31.6pp |
| Annual return | 12.99% | 16.90%-3.9pp | 773.79%-760.8pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,257 | $2,620-52.0% | $2,912-56.9% | $2,623-52.1% |
| Participant deferral / active EE | $2,098 | $3,387-38.1% | $4,319-51.4% | $4,346-51.7% |
| Admin fee / account holder | $182 | $1,486-87.8% | $7,386-97.5% | $1,942-90.6% |