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 99 · EIN 45-2514987 | Other Fees | $42,843 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $18,150 |
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 | $24,807 | $52,293-52.6% | $178,490-86.1% | $73,409-66.2% |
| Participation rate | 87.5% | 65.3%+22.2pp | 81.9%+5.6pp | 72.2%+15.3pp |
| Annual return | 14.59% | 34.75%-20.2pp | 151.07%-136.5pp | 59.29%-44.7pp |
| Employer contribution / active EE | $1,065 | $1,735-38.6% | $5,011-78.8% | $2,234-52.3% |
| Participant deferral / active EE | $2,086 | $2,332-10.6% | $5,202-59.9% | $3,805-45.2% |
| Admin fee / account holder | $118 | $127-7.4% | $13,984-99.2% | $158-25.3% |