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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATORS Service code 15 · EIN 16-1065416 | Recordkeeping | $30,934 |
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 | $73,907 | $70,667+4.6% | $123,104-40.0% | $52,331+41.2% |
| Participation rate | 88.6% | 83.7%+4.9pp | 86.8%+1.8pp | 68.1%+20.5pp |
| Annual return | -0.23% | 6.23%-6.5pp | 13.22%-13.4pp | 4.54%-4.8pp |
| Employer contribution / active EE | $1,456 | $2,946-50.6% | $5,151-71.7% | $1,882-22.6% |
| Participant deferral / active EE | $2,785 | $4,493-38.0% | $6,230-55.3% | $3,022-7.8% |
| Admin fee / account holder | $279 | $506-45.0% | $9,015-96.9% | $592-52.9% |