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 64 · EIN 71-0294708 | Recordkeeping Fees | $43,666 |
TANDEM FINANCIAL2 years Service code 99 · EIN 82-4386489 | Other Fees | $40,974 |
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 | $24,457 | $47,722-48.8% | $82,719-70.4% | $64,808-62.3% |
| Participation rate | 72.9% | 67.6%+5.3pp | 72.6%+0.4pp | 71.5%+1.5pp |
| Annual return | -14.13% | -13.05%-1.1pp | 701.18%-715.3pp | 32.82%-46.9pp |
| Employer contribution / active EE | $1,149 | $2,179-47.3% | $3,009-61.8% | $2,506-54.2% |
| Participant deferral / active EE | $1,326 | $3,329-60.2% | $4,395-69.8% | $4,310-69.2% |
| Admin fee / account holder | $66 | $143-53.9% | $5,329-98.8% | $188-64.9% |