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 | $34,861 |
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 | $102,113 | $88,634+15.2% | $101,326+0.8% | $74,304+37.4% |
| Participation rate | 96.6% | 76.9%+19.7pp | 81.5%+15.1pp | 60.3%+36.2pp |
| Annual return | 15.72% | 33.10%-17.4pp | 36.82%-21.1pp | 29.43%-13.7pp |
| Employer contribution / active EE | $3,768 | $2,930+28.6% | $3,665+2.8% | $2,241+68.1% |
| Participant deferral / active EE | $11,415 | $7,322+55.9% | $7,994+42.8% | $3,767+203.0% |
| Admin fee / account holder | $149 | $2,425-93.9% | $11,185-98.7% | $2,969-95.0% |