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 | $44,605 |
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 | $90,714 | $84,936+6.8% | $111,297-18.5% | $79,386+14.3% |
| Participation rate | 70.5% | 75.9%-5.4pp | 77.3%-6.9pp | 70.7%-0.3pp |
| Annual return | 14.83% | 17.45%-2.6pp | 54.65%-39.8pp | 116.85%-102.0pp |
| Employer contribution / active EE | $1,428 | $1,979-27.8% | $2,731-47.7% | $2,427-41.2% |
| Participant deferral / active EE | $2,902 | $3,888-25.4% | $4,487-35.3% | $4,046-28.3% |
| Admin fee / account holder | $19 | $537-96.5% | $7,964-99.8% | $626-97.0% |