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 5-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 71-0294708 | Recordkeeping Fees | $7,350 |
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 | $25,742 | $129,021-80.0% | $184,203-86.0% | $77,643-66.8% |
| Participation rate | 86.4% | 87.3%-0.9pp | 86.8%-0.4pp | 70.6%+15.8pp |
| Annual return | 29.37% | 33.27%-3.9pp | 28.81%+0.6pp | 31.24%-1.9pp |
| Employer contribution / active EE | $0 | $4,413-100.0% | $6,427-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $6,786 | $7,297-7.0% | $9,131-25.7% | $4,647+46.0% |
| Admin fee / account holder | $12 | $254-95.2% | $13,901-99.9% | $430-97.2% |