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 01-0233346 | Recordkeeping | $933 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,982 | $84,487-78.7% | $125,339-85.7% | $66,914-73.1% |
| Participation rate | 74.2% | 76.4%-2.2pp | 82.4%-8.2pp | 69.8%+4.4pp |
| Annual return | -17.51% | -8.39%-9.1pp | 572.05%-589.6pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,057 | $3,553-70.2% | $4,814-78.0% | $2,544-58.4% |
| Participant deferral / active EE | $2,348 | $6,781-65.4% | $7,446-68.5% | $4,237-44.6% |
| Admin fee / account holder | $46 | $685-93.3% | $10,010-99.5% | $593-92.2% |