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 |
|---|---|---|
CORRELL CO.8+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $49,601 |
MONETA GROUP LLC8+ years Service code 16 · EIN 20-1903821 | Consulting | $45,000 |
SELDEN FOX, LTD.8+ years Service code 10 · EIN 36-2985770 | Accounting | $12,300 |
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 | $50,588 | $72,254-30.0% | $86,677-41.6% | $64,808-21.9% |
| Participation rate | 96.9% | 80.4%+16.4pp | 76.6%+20.3pp | 71.5%+25.4pp |
| Annual return | -14.84% | 392.42%-407.3pp | 35.91%-50.7pp | 32.82%-47.7pp |
| Employer contribution / active EE | $1,642 | $2,393-31.4% | $2,836-42.1% | $2,506-34.5% |
| Participant deferral / active EE | $6,038 | $4,658+29.6% | $4,656+29.7% | $4,310+40.1% |
| Admin fee / account holder | $152 | $174-12.4% | $7,493-98.0% | $188-18.9% |