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 | $66,063 |
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 | $18,511 | $45,031-58.9% | $84,966-78.2% | $77,643-76.2% |
| Participation rate | 95.7% | 48.7%+47.1pp | 67.5%+28.2pp | 70.6%+25.2pp |
| Annual return | 11.62% | 79.22%-67.6pp | 66.38%-54.8pp | 31.24%-19.6pp |
| Employer contribution / active EE | $564 | $1,609-64.9% | $2,727-79.3% | $2,726-79.3% |
| Participant deferral / active EE | $1,523 | $2,807-45.7% | $4,519-66.3% | $4,647-67.2% |
| Admin fee / account holder | $25 | $912-97.3% | $6,149-99.6% | $430-94.2% |