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 | $48,613 |
GOLBAR & ASSOCIATES LLP3 years Service code 10 · EIN 26-0303379 | Accounting | $25,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,439 | $84,784-57.0% | $98,439-63.0% | $74,419-51.0% |
| Participation rate | 73.4% | 81.5%-8.1pp | 75.2%-1.7pp | 70.7%+2.7pp |
| Annual return | 13.30% | 20.59%-7.3pp | 21.16%-7.9pp | 34.38%-21.1pp |
| Employer contribution / active EE | $1,343 | $3,364-60.1% | $3,048-55.9% | $2,637-49.1% |
| Participant deferral / active EE | $2,927 | $5,218-43.9% | $4,738-38.2% | $4,528-35.4% |
| Admin fee / account holder | $277 | $204+35.2% | $8,948-96.9% | $348-20.5% |