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 13-3689044 | Recordkeeping | $46,739 |
GOLBAR & ASSOCIATES LLP2 years Service code 10 · EIN 26-0303379 | Accounting | $23,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,239 | $81,908-63.1% | $90,749-66.7% | $64,808-53.3% |
| Participation rate | 74.2% | 80.5%-6.3pp | 75.7%-1.5pp | 71.5%+2.7pp |
| Annual return | -12.77% | -12.53%-0.2pp | -12.16%-0.6pp | 32.82%-45.6pp |
| Employer contribution / active EE | $1,219 | $3,065-60.2% | $2,921-58.3% | $2,506-51.4% |
| Participant deferral / active EE | $2,882 | $4,840-40.5% | $4,564-36.9% | $4,310-33.1% |
| Admin fee / account holder | $257 | $157+63.7% | $8,445-97.0% | $188+37.0% |