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 | $89,677 |
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 | $35,198 | $45,000-21.8% | $143,757-75.5% | $77,904-54.8% |
| Participation rate | 87.1% | 66.8%+20.2pp | 80.3%+6.8pp | 73.7%+13.4pp |
| Annual return | -13.29% | 29.03%-42.3pp | -0.04%-13.2pp | 12.21%-25.5pp |
| Employer contribution / active EE | $1,936 | $1,870+3.5% | $4,951-60.9% | $2,848-32.0% |
| Participant deferral / active EE | $2,087 | $3,157-33.9% | $5,637-63.0% | $4,806-56.6% |
| Admin fee / account holder | $65 | $98-34.3% | $14,673-99.6% | $133-51.2% |