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, PC8 years Service code 10 · EIN 04-2971374 | Accounting | $8,300 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,401 |
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 | $72,215 | $92,971-22.3% | $96,683-25.3% | $74,419-3.0% |
| Participation rate | 81.8% | 71.5%+10.3pp | 74.3%+7.5pp | 70.7%+11.1pp |
| Annual return | 13.71% | 37.49%-23.8pp | 35.69%-22.0pp | 34.38%-20.7pp |
| Employer contribution / active EE | $2,615 | $3,426-23.7% | $3,737-30.0% | $2,637-0.9% |
| Participant deferral / active EE | $2,614 | $3,970-34.2% | $4,878-46.4% | $4,528-42.3% |
| Admin fee / account holder | $21 | $633-96.7% | $6,730-99.7% | $348-94.0% |