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 | $118,238 |
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 | $48,213 | $57,610-16.3% | $154,803-68.9% | $102,872-53.1% |
| Participation rate | 85.1% | 59.5%+25.7pp | 78.1%+7.1pp | 73.0%+12.1pp |
| Annual return | 12.29% | 30.49%-18.2pp | 58.88%-46.6pp | 19.06%-6.8pp |
| Employer contribution / active EE | $2,255 | $1,883+19.8% | $4,305-47.6% | $3,526-36.0% |
| Participant deferral / active EE | $2,839 | $2,914-2.6% | $5,540-48.8% | $5,535-48.7% |
| Admin fee / account holder | $74 | $368-79.8% | $14,329-99.5% | $292-74.6% |