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 7-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 | $11,511 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,208 | $98,750-61.3% | $149,696-74.5% | $79,858-52.2% |
| Participation rate | 71.2% | 75.8%-4.6pp | 82.5%-11.3pp | 69.6%+1.6pp |
| Annual return | 36.22% | 27.43%+8.8pp | 276.60%-240.4pp | 31.71%+4.5pp |
| Employer contribution / active EE | $6,835 | $3,216+112.5% | $4,644+47.2% | $2,471+176.6% |
| Participant deferral / active EE | $9,093 | $5,680+60.1% | $6,842+32.9% | $3,740+143.1% |
| Admin fee / account holder | $149 | $6,053-97.5% | $9,309-98.4% | $5,306-97.2% |