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 13-3689044 | Recordkeeping | $46,324 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,000 |
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 | $34,800 | $56,152-38.0% | $185,823-81.3% | $73,409-52.6% |
| Participation rate | 98.0% | 67.6%+30.5pp | 78.0%+20.0pp | 72.2%+25.9pp |
| Annual return | 19.46% | 17.59%+1.9pp | 35.95%-16.5pp | 59.29%-39.8pp |
| Employer contribution / active EE | $1,946 | $1,532+27.1% | $4,087-52.4% | $2,234-12.9% |
| Participant deferral / active EE | $7,732 | $3,659+111.3% | $5,632+37.3% | $3,805+103.2% |
| Admin fee / account holder | $95 | $132-28.0% | $9,500-99.0% | $158-39.8% |