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 9-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 | $11,460 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,000 |
Employer 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 | $22,936 | $88,890-74.2% | $102,423-77.6% | $77,643-70.5% |
| Participation rate | 76.5% | 80.9%-4.4pp | 76.5%0pp | 70.6%+5.9pp |
| Annual return | 14.10% | 24.98%-10.9pp | 29.32%-15.2pp | 31.24%-17.1pp |
| Employer contribution / active EE | $952 | $2,698-64.7% | $3,023-68.5% | $2,726-65.1% |
| Participant deferral / active EE | $3,267 | $5,145-36.5% | $5,053-35.3% | $4,647-29.7% |
| Admin fee / account holder | $86 | $235-63.6% | $9,451-99.1% | $430-80.1% |