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 | $57,303 |
Service code 99 · EIN 47-1411118 | Other Fees | $13,333 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $9,201 |
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 | $39,989 | $56,638-29.4% | $169,368-76.4% | $74,419-46.3% |
| Participation rate | 94.7% | 67.5%+27.2pp | 77.1%+17.6pp | 70.7%+24.0pp |
| Annual return | 16.24% | 24.75%-8.5pp | 405.60%-389.4pp | 34.38%-18.1pp |
| Employer contribution / active EE | $1,663 | $2,027-18.0% | $4,013-58.6% | $2,637-37.0% |
| Participant deferral / active EE | $6,852 | $4,223+62.3% | $6,221+10.1% | $4,528+51.3% |
| Admin fee / account holder | $70 | $307-77.1% | $9,003-99.2% | $348-79.8% |