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 71-0294708 | Recordkeeping Fees | $1,300 |
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 | $131,041 | $84,487+55.1% | $125,339+4.5% | $66,914+95.8% |
| Participation rate | 77.1% | 76.4%+0.6pp | 82.4%-5.3pp | 69.8%+7.3pp |
| Annual return | -18.68% | -8.39%-10.3pp | 572.05%-590.7pp | 1.58%-20.3pp |
| Employer contribution / active EE | $2,746 | $3,553-22.7% | $4,814-42.9% | $2,544+7.9% |
| Participant deferral / active EE | $8,463 | $6,781+24.8% | $7,446+13.7% | $4,237+99.7% |
| Admin fee / account holder | $6 | $685-99.1% | $10,010-99.9% | $593-99.0% |