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 | $94,492 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,769 | $50,127-18.7% | $149,673-72.8% | $80,160-49.1% |
| Participation rate | 88.5% | 64.3%+24.2pp | 78.8%+9.7pp | 72.9%+15.5pp |
| Annual return | 13.05% | 29.82%-16.8pp | 134.42%-121.4pp | 40.38%-27.3pp |
| Employer contribution / active EE | $2,038 | $1,865+9.3% | $4,818-57.7% | $2,978-31.6% |
| Participant deferral / active EE | $2,386 | $3,194-25.3% | $5,680-58.0% | $5,017-52.5% |
| Admin fee / account holder | $67 | $153-55.8% | $13,210-99.5% | $145-53.5% |