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, PC9 years Service code 10 · EIN 04-2971374 | Accounting | $8,600 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,439 |
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 | $78,244 | $82,917-5.6% | $103,333-24.3% | $77,643+0.8% |
| Participation rate | 85.7% | 71.6%+14.2pp | 74.5%+11.2pp | 70.6%+15.1pp |
| Annual return | 11.74% | 19.13%-7.4pp | 24.88%-13.1pp | 31.24%-19.5pp |
| Employer contribution / active EE | $2,496 | $3,552-29.7% | $3,868-35.5% | $2,726-8.4% |
| Participant deferral / active EE | $3,260 | $4,108-20.7% | $5,057-35.5% | $4,647-29.9% |
| Admin fee / account holder | $27 | $638-95.7% | $8,355-99.7% | $430-93.7% |