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 | $6,549 |
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 | $35,063 | $61,473-43.0% | $81,930-57.2% | $73,409-52.2% |
| Participation rate | 83.0% | 72.4%+10.6pp | 72.0%+11.0pp | 72.2%+10.8pp |
| Annual return | 18.92% | 28.26%-9.3pp | 29.49%-10.6pp | 59.29%-40.4pp |
| Employer contribution / active EE | $1,624 | $1,898-14.4% | $4,310-62.3% | $2,234-27.3% |
| Participant deferral / active EE | $2,487 | $3,080-19.3% | $7,107-65.0% | $3,805-34.7% |
| Admin fee / account holder | $20 | $125-83.7% | $5,158-99.6% | $158-87.1% |