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 65-0608221 | Recordkeeping | $39,215 |
Service code 14 · EIN 87-0567952 | Plan Administrator | $8,477 |
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 | $22,525 | $41,078-45.2% | $80,569-72.0% | $71,457-68.5% |
| Participation rate | 87.0% | 50.2%+36.8pp | 67.0%+20.0pp | 67.9%+19.1pp |
| Annual return | 21.51% | 38.45%-16.9pp | 935.43%-913.9pp | 28.85%-7.3pp |
| Employer contribution / active EE | $1,462 | $1,506-2.9% | $2,723-46.3% | $2,588-43.5% |
| Participant deferral / active EE | $4,336 | $2,699+60.6% | $4,447-2.5% | $4,289+1.1% |
| Admin fee / account holder | $239 | $1,840-87.0% | $5,377-95.6% | $1,587-84.9% |