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 | $5,411 |
Annual investment return 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 | $25,268 | $28,601-11.7% | $71,735-64.8% | $66,914-62.2% |
| Participation rate | 83.9% | 56.7%+27.3pp | 62.3%+21.6pp | 69.8%+14.1pp |
| Annual return | -19.30% | -10.90%-8.4pp | 9.14%-28.4pp | 1.58%-20.9pp |
| Employer contribution / active EE | $1,733 | $1,104+57.0% | $1,704+1.7% | $2,544-31.9% |
| Participant deferral / active EE | $1,551 | $1,912-18.9% | $2,658-41.7% | $4,237-63.4% |
| Admin fee / account holder | $43 | $506-91.4% | $3,974-98.9% | $593-92.7% |