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 8-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 39-6040276 | Recordkeeping Fees | $5,345 |
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 | $27,252 | $70,908-61.6% | $98,907-72.4% | $73,488-62.9% |
| Participation rate | 79.1% | 73.8%+5.3pp | 76.0%+3.0pp | 70.7%+8.4pp |
| Annual return | 14.52% | 34.17%-19.7pp | 196.43%-181.9pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,077 | $2,036-47.1% | $2,689-59.9% | $2,270-52.5% |
| Participant deferral / active EE | $2,900 | $3,500-17.1% | $4,244-31.7% | $3,740-22.5% |
| Admin fee / account holder | $63 | $535-88.3% | $6,642-99.1% | $513-87.8% |