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 | $158,587 |
Service code 99 · EIN 33-0905143 | Other Fees | $58,073 |
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 | $37,589 | $57,610-34.8% | $154,803-75.7% | $102,872-63.5% |
| Participation rate | 92.6% | 59.5%+33.2pp | 78.1%+14.6pp | 73.0%+19.6pp |
| Annual return | 17.52% | 30.49%-13.0pp | 58.88%-41.4pp | 19.06%-1.5pp |
| Employer contribution / active EE | $2,039 | $1,883+8.3% | $4,305-52.6% | $3,526-42.2% |
| Participant deferral / active EE | $3,830 | $2,914+31.4% | $5,540-30.9% | $5,535-30.8% |
| Admin fee / account holder | $116 | $368-68.4% | $14,329-99.2% | $292-60.2% |