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 9-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 04-2647786 | Recordkeeping Fees | $10,484 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,308 | $61,774-75.2% | $97,226-84.3% | $80,856-81.1% |
| Participation rate | 83.1% | 63.5%+19.5pp | 72.7%+10.4pp | 67.6%+15.4pp |
| Annual return | 11.44% | -557.90%+569.3pp | 75.13%-63.7pp | 35.59%-24.2pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,415 | $3,029+177.8% | $4,264+97.4% | $4,296+95.9% |
| Admin fee / account holder | $45 | $5,166-99.1% | $5,654-99.2% | $6,918-99.4% |