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 64 · EIN 71-0294708 | Recordkeeping Fees | $2,750 |
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 | $98,827 | $91,407+8.1% | $135,903-27.3% | $71,457+38.3% |
| Participation rate | 97.6% | 75.7%+21.9pp | 81.9%+15.7pp | 67.9%+29.7pp |
| Annual return | 18.94% | 29.90%-11.0pp | 68.23%-49.3pp | 28.85%-9.9pp |
| Employer contribution / active EE | $6,706 | $3,703+81.1% | $4,856+38.1% | $2,588+159.1% |
| Participant deferral / active EE | $8,644 | $7,092+21.9% | $7,758+11.4% | $4,289+101.5% |
| Admin fee / account holder | $12 | $1,266-99.1% | $10,762-99.9% | $1,587-99.3% |