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 | $12,232 |
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 | $46,853 | $117,025-60.0% | $91,541-48.8% | $85,563-45.2% |
| Participation rate | 93.0% | 64.2%+28.8pp | 69.8%+23.2pp | 66.0%+27.0pp |
| Annual return | 16.30% | 18.02%-1.7pp | 20.50%-4.2pp | 31.51%-15.2pp |
| Employer contribution / active EE | $2,249 | $2,120+6.1% | $2,505-10.2% | $2,654-15.2% |
| Participant deferral / active EE | $3,649 | $3,446+5.9% | $4,008-9.0% | $4,375-16.6% |
| Admin fee / account holder | $24 | $1,242-98.1% | $6,956-99.7% | $834-97.2% |