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 99 · EIN 47-1411118 | Other Fees | $98,665 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $7,050 |
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 | $70,468 | $106,028-33.5% | $146,958-52.0% | $77,643-9.2% |
| Participation rate | 95.3% | 78.4%+16.9pp | 82.2%+13.2pp | 70.6%+24.7pp |
| Annual return | 18.77% | 56.73%-38.0pp | 418.34%-399.6pp | 31.24%-12.5pp |
| Employer contribution / active EE | $6,948 | $4,063+71.0% | $4,933+40.8% | $2,726+154.9% |
| Participant deferral / active EE | $12,509 | $7,990+56.5% | $8,070+55.0% | $4,647+169.2% |
| Admin fee / account holder | $17 | $337-94.8% | $12,998-99.9% | $430-96.0% |