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 13-3689044 | Recordkeeping | $100,671 |
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 | $50,588 | $71,964-29.7% | $167,512-69.8% | $85,563-40.9% |
| Participation rate | 99.6% | 61.0%+38.6pp | 77.1%+22.6pp | 66.0%+33.6pp |
| Annual return | 16.55% | 18.83%-2.3pp | 1615.79%-1599.2pp | 31.51%-15.0pp |
| Employer contribution / active EE | $4,135 | $1,875+120.6% | $3,882+6.5% | $2,654+55.8% |
| Participant deferral / active EE | $4,854 | $4,110+18.1% | $6,405-24.2% | $4,375+11.0% |
| Admin fee / account holder | $280 | $815-65.7% | $9,769-97.1% | $834-66.5% |