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 | $99,223 |
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 | $43,914 | $53,136-17.4% | $155,509-71.8% | $199,593-78.0% |
| Participation rate | 86.5% | 64.1%+22.5pp | 78.2%+8.4pp | 72.0%+14.6pp |
| Annual return | 16.35% | 41.15%-24.8pp | 64.67%-48.3pp | 34.25%-17.9pp |
| Employer contribution / active EE | $1,980 | $1,851+7.0% | $4,672-57.6% | $3,034-34.8% |
| Participant deferral / active EE | $2,412 | $3,161-23.7% | $5,626-57.1% | $5,087-52.6% |
| Admin fee / account holder | $63 | $185-65.9% | $15,912-99.6% | $269-76.5% |