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 04-2647786 | Recordkeeping Fees | $13,163 |
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 | $65,657 | $73,638-10.8% | $95,952-31.6% | $73,488-10.7% |
| Participation rate | 95.7% | 76.2%+19.5pp | 77.1%+18.6pp | 70.7%+25.0pp |
| Annual return | 26.68% | 16.78%+9.9pp | 91.61%-64.9pp | 28.51%-1.8pp |
| Employer contribution / active EE | $1,432 | $1,863-23.1% | $2,541-43.6% | $2,270-36.9% |
| Participant deferral / active EE | $4,961 | $3,617+37.2% | $4,167+19.1% | $3,740+32.7% |
| Admin fee / account holder | $72 | $482-85.0% | $6,795-98.9% | $513-85.9% |