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 04-2647786 | Recordkeeping | $368 |
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 | $147,267 | $79,519+85.2% | $95,952+53.5% | $73,409+100.6% |
| Participation rate | 87.5% | 81.2%+6.4pp | 77.1%+10.5pp | 72.2%+15.4pp |
| Annual return | 22.18% | 19.20%+3.0pp | 91.61%-69.4pp | 59.29%-37.1pp |
| Employer contribution / active EE | $4,082 | $2,048+99.3% | $2,541+60.6% | $2,234+82.8% |
| Participant deferral / active EE | $15,255 | $4,138+268.6% | $4,167+266.1% | $3,805+300.9% |
| Admin fee / account holder | $1 | $184-99.5% | $6,795-100.0% | $158-99.4% |