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 16-1450952 | Recordkeeping | $31,428 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $65,305 | $96,486-32.3% | $153,485-57.5% | $77,643-15.9% |
| Participation rate | 95.1% | 81.6%+13.5pp | 77.1%+18.1pp | 70.6%+24.6pp |
| Annual return | 16.47% | 14.44%+2.0pp | 15.65%+0.8pp | 31.24%-14.8pp |
| Employer contribution / active EE | $1,601 | $5,224-69.4% | $5,039-68.2% | $2,726-41.3% |
| Participant deferral / active EE | $5,370 | $6,609-18.7% | $6,757-20.5% | $4,647+15.6% |
| Admin fee / account holder | $29 | $182-84.3% | $12,724-99.8% | $430-93.4% |