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 | $64,504 |
SECOND LINE CAPITAL LLC2 years Service code 16 · EIN 92-3387385 | Consulting | $21,902 |
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 | $25,643 | $54,193-52.7% | $93,606-72.6% | $77,643-67.0% |
| Participation rate | 88.0% | 63.9%+24.1pp | 68.7%+19.3pp | 70.6%+17.5pp |
| Annual return | 13.68% | 30.54%-16.9pp | 133.20%-119.5pp | 31.24%-17.6pp |
| Employer contribution / active EE | $435 | $1,168-62.7% | $2,420-82.0% | $2,726-84.0% |
| Participant deferral / active EE | $3,373 | $3,144+7.3% | $4,411-23.5% | $4,647-27.4% |
| Admin fee / account holder | $21 | $576-96.4% | $8,285-99.7% | $430-95.1% |