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 7-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 |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS5 years Service code 15 · EIN 16-1503696 | Recordkeeping | $69,438 |
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 | $112,265 | $79,184+41.8% | $102,438+9.6% | $74,546+50.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 16.48% | 54.95%-38.5pp | 29.37%-12.9pp | 1366.03%-1349.6pp |
| Employer contribution / active EE | $10,522 | $2,362+345.5% | $3,024+248.0% | $2,624+300.9% |
| Participant deferral / active EE | $15,202 | $4,414+244.4% | $5,054+200.8% | $4,347+249.7% |
| Admin fee / account holder | $256 | $2,001-87.2% | $9,448-97.3% | $1,944-86.8% |