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 62-1291257 | Recordkeeping | $72,088 |
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 | $42,828 | $67,512-36.6% | $185,823-77.0% | $93,030-54.0% |
| Participation rate | 86.0% | 67.1%+18.9pp | 81.7%+4.3pp | 73.9%+12.1pp |
| Annual return | 32.84% | 21.04%+11.8pp | 122.05%-89.2pp | 158.70%-125.9pp |
| Employer contribution / active EE | $1,810 | $1,783+1.5% | $5,167-65.0% | $2,706-33.1% |
| Participant deferral / active EE | $1,788 | $3,035-41.1% | $5,568-67.9% | $4,562-60.8% |
| Admin fee / account holder | $56 | $318-82.3% | $16,237-99.7% | $152-62.9% |