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 | $50,716 |
TANDEM FINANCIAL3 years Service code 99 · EIN 82-4386489 | Other Fees | $44,298 |
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 | $30,519 | $52,208-41.5% | $86,612-64.8% | $74,419-59.0% |
| Participation rate | 74.6% | 66.3%+8.3pp | 71.7%+2.9pp | 70.7%+3.9pp |
| Annual return | 18.95% | 44.46%-25.5pp | 591.07%-572.1pp | 34.38%-15.4pp |
| Employer contribution / active EE | $1,519 | $2,282-33.5% | $3,022-49.8% | $2,637-42.4% |
| Participant deferral / active EE | $1,419 | $3,383-58.1% | $4,438-68.0% | $4,528-68.7% |
| Admin fee / account holder | $79 | $319-75.2% | $5,614-98.6% | $348-77.3% |