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 |
|---|---|---|
TAGSTONE CAPITAL, INC.8 years Service code 15 · EIN 32-0355210 | Recordkeeping | $29,736 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,450 |
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 | $84,817 | $87,870-3.5% | $113,168-25.1% | $74,304+14.1% |
| Participation rate | 97.2% | 70.7%+26.4pp | 76.6%+20.6pp | 60.3%+36.8pp |
| Annual return | 13.11% | 26.44%-13.3pp | 24.27%-11.2pp | 29.43%-16.3pp |
| Employer contribution / active EE | $1,438 | $2,277-36.8% | $2,975-51.7% | $2,241-35.8% |
| Participant deferral / active EE | $4,505 | $4,241+6.2% | $5,107-11.8% | $3,767+19.6% |
| Admin fee / account holder | $232 | $3,368-93.1% | $12,068-98.1% | $2,969-92.2% |