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 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping | $12,782 |
Service code 13 · EIN 62-1038805 7639 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Contract Administrator | $11,996 |
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 | $24,922 | $58,347-57.3% | $85,682-70.9% | $86,799-71.3% |
| Participation rate | 90.9% | 64.9%+25.9pp | 69.9%+21.0pp | 72.3%+18.6pp |
| Annual return | 18.14% | 18.43%-0.3pp | 21.49%-3.3pp | 97.91%-79.8pp |
| Employer contribution / active EE | $1,925 | $1,751+10.0% | $2,618-26.5% | $2,405-20.0% |
| Participant deferral / active EE | $1,940 | $3,065-36.7% | $3,923-50.5% | $4,131-53.0% |
| Admin fee / account holder | $45 | $147-69.6% | $6,873-99.3% | $170-73.6% |