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 | $88,083+13.9% | $164,813-39.1% | $74,495+34.7% |
| Participation rate | 96.4% | 73.0%+23.4pp | 78.6%+17.8pp | 67.2%+29.2pp |
| Annual return | 13.02% | 17.26%-4.2pp | 69.93%-56.9pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,831 | $2,593-29.4% | $4,341-57.8% | $2,623-30.2% |
| Participant deferral / active EE | $7,040 | $4,498+56.5% | $6,031+16.7% | $4,346+62.0% |
| Admin fee / account holder | $251 | $2,234-88.8% | $12,690-98.0% | $1,942-87.1% |