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 6-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 13-3689044 | Recordkeeping | $11,696 |
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 | $126,493 | $130,224-2.9% | $197,124-35.8% | $79,634+58.8% |
| Participation rate | 99.4% | 87.8%+11.5pp | 86.7%+12.6pp | 62.5%+36.9pp |
| Annual return | 25.94% | 23.65%+2.3pp | 44.34%-18.4pp | 36.46%-10.5pp |
| Employer contribution / active EE | $10,242 | $4,314+137.4% | $6,227+64.5% | $2,529+304.9% |
| Participant deferral / active EE | $16,262 | $7,378+120.4% | $9,135+78.0% | $3,835+324.1% |
| Admin fee / account holder | $33 | $254-87.1% | $16,298-99.8% | $1,002-96.7% |