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 |
|---|---|---|
WHITESPACE FINANCIAL9 years Service code 15 · EIN 27-0799634 | Recordkeeping | $45,317 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,864 |
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 | $100,315 | $88,087+13.9% | $164,866-39.2% | $74,546+34.6% |
| Participation rate | 96.4% | 73.1%+23.3pp | 78.6%+17.8pp | 67.2%+29.2pp |
| Annual return | 13.02% | 17.27%-4.2pp | 69.97%-56.9pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $1,831 | $2,595-29.5% | $4,343-57.8% | $2,624-30.2% |
| Participant deferral / active EE | $7,040 | $4,499+56.5% | $6,033+16.7% | $4,347+61.9% |
| Admin fee / account holder | $251 | $2,232-88.8% | $12,689-98.0% | $1,944-87.1% |