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 30-0219031 | Recordkeeping | $22,937 |
Annual investment return 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 | $89,210 | $84,936+5.0% | $111,297-19.8% | $79,386+12.4% |
| Participation rate | 94.9% | 75.9%+19.0pp | 77.3%+17.6pp | 70.7%+24.2pp |
| Annual return | 11.32% | 17.45%-6.1pp | 54.65%-43.3pp | 116.85%-105.5pp |
| Employer contribution / active EE | $1,651 | $1,979-16.6% | $2,731-39.6% | $2,427-32.0% |
| Participant deferral / active EE | $4,028 | $3,888+3.6% | $4,487-10.2% | $4,046-0.4% |
| Admin fee / account holder | $135 | $537-74.9% | $7,964-98.3% | $626-78.5% |