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 64 · EIN 04-2647786 | Recordkeeping Fees | $1,163 |
Employer contribution per participant 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 | $53,999 | $130,194-58.5% | $169,993-68.2% | $71,457-24.4% |
| Participation rate | 80.6% | 86.1%-5.5pp | 87.0%-6.4pp | 67.9%+12.7pp |
| Annual return | 15.63% | 20.37%-4.7pp | 53.37%-37.7pp | 28.85%-13.2pp |
| Employer contribution / active EE | $21 | $4,381-99.5% | $6,785-99.7% | $2,588-99.2% |
| Participant deferral / active EE | $4,276 | $6,923-38.2% | $10,408-58.9% | $4,289-0.3% |
| Admin fee / account holder | $190 | $966-80.3% | $12,815-98.5% | $1,587-88.0% |