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 39-6040276 | Recordkeeping Fees | $2,595 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,829 | $81,474-65.8% | $133,956-79.2% | $73,488-62.1% |
| Participation rate | 82.0% | 76.4%+5.6pp | 79.8%+2.1pp | 70.7%+11.3pp |
| Annual return | 21.44% | 19.40%+2.0pp | 45.09%-23.7pp | 28.51%-7.1pp |
| Employer contribution / active EE | $629 | $2,209-71.5% | $3,919-84.0% | $2,270-72.3% |
| Participant deferral / active EE | $1,506 | $3,786-60.2% | $5,048-70.2% | $3,740-59.7% |
| Admin fee / account holder | $25 | $713-96.4% | $8,927-99.7% | $513-95.0% |