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 35-0145825 | Recordkeeping | $49,645 |
DYESS & ASSOCIATES4 years Service code 10 · EIN 72-1227981 | Accounting | $22,521 |
SECOND LINE CAPITAL LLC1 year Service code 16 · EIN 92-3387385 | Consulting | $17,511 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,824 | $53,165-62.7% | $86,188-77.0% | $74,419-73.4% |
| Participation rate | 89.5% | 64.9%+24.7pp | 69.0%+20.6pp | 70.7%+18.8pp |
| Annual return | 21.23% | 22.64%-1.4pp | 1168.45%-1147.2pp | 34.38%-13.1pp |
| Employer contribution / active EE | $504 | $1,210-58.4% | $2,380-78.8% | $2,637-80.9% |
| Participant deferral / active EE | $3,446 | $3,234+6.5% | $3,985-13.5% | $4,528-23.9% |
| Admin fee / account holder | $81 | $551-85.4% | $6,852-98.8% | $348-76.8% |