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 7-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 | $35,140 |
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 | $21,222 | $51,197-58.5% | $82,719-74.3% | $66,914-68.3% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -15.77% | -9.64%-6.1pp | 701.18%-716.9pp | 1.58%-17.4pp |
| Employer contribution / active EE | $3,272 | $2,611+25.3% | $3,009+8.8% | $2,544+28.6% |
| Participant deferral / active EE | $2,286 | $3,458-33.9% | $4,395-48.0% | $4,237-46.0% |
| Admin fee / account holder | $101 | $416-75.7% | $5,329-98.1% | $593-83.0% |