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 13-3689044 | Recordkeeping | $52,003 |
Service code 15 · EIN 27-0293282 | Recordkeeping | $6,867 |
ASSURANCE DIMENSIONS1 year Filed as: ASSURANCE DIMENSION Service code 10 · EIN 26-3429295 | Accounting | $3,000 |
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 | $66,787 | $65,435+2.1% | $86,677-22.9% | $66,914-0.2% |
| Participation rate | 81.6% | 75.5%+6.1pp | 76.6%+5.0pp | 69.8%+11.8pp |
| Annual return | -10.79% | -10.89%+0.1pp | 35.91%-46.7pp | 1.58%-12.4pp |
| Employer contribution / active EE | $2,531 | $2,153+17.6% | $2,836-10.8% | $2,544-0.5% |
| Participant deferral / active EE | $3,277 | $4,100-20.1% | $4,656-29.6% | $4,237-22.7% |
| Admin fee / account holder | $271 | $642-57.7% | $7,493-96.4% | $593-54.3% |