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 42-0127290 | Recordkeeping | $147,909 |
ACTUARIAL BENEFITS CORP4 years Service code 11 · EIN 20-1054428 | Actuarial | $102,497 |
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 | $59,368 | $86,225-31.1% | $146,665-59.5% | $86,799-31.6% |
| Participation rate | 80.9% | 78.0%+2.9pp | 80.1%+0.8pp | 72.3%+8.6pp |
| Annual return | 14.06% | 31.23%-17.2pp | 22.74%-8.7pp | 97.91%-83.9pp |
| Employer contribution / active EE | $1,486 | $2,392-37.9% | $4,136-64.1% | $2,405-38.2% |
| Participant deferral / active EE | $3,397 | $4,245-20.0% | $5,506-38.3% | $4,131-17.8% |
| Admin fee / account holder | $297 | $195+52.1% | $10,280-97.1% | $170+75.2% |