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 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
LMHS, PC7 years Service code 10 · EIN 04-2971374 | Accounting | $8,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,845 |
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 | $68,605 | $106,236-35.4% | $112,228-38.9% | $64,808+5.9% |
| Participation rate | 86.1% | 71.7%+14.4pp | 75.1%+11.0pp | 71.5%+14.6pp |
| Annual return | -14.63% | -6.02%-8.6pp | 27.45%-42.1pp | 32.82%-47.4pp |
| Employer contribution / active EE | $2,849 | $3,166-10.0% | $3,635-21.6% | $2,506+13.7% |
| Participant deferral / active EE | $2,498 | $3,785-34.0% | $4,728-47.2% | $4,310-42.0% |
| Admin fee / account holder | $23 | $452-95.0% | $6,410-99.6% | $188-87.9% |