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 60 | Sub-TA Fees | $0 |
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 | $187,438 | $107,459+74.4% | $135,903+37.9% | $80,160+133.8% |
| Participation rate | 99.0% | 78.0%+20.9pp | 81.9%+17.1pp | 72.9%+26.0pp |
| Annual return | 22.48% | 91.91%-69.4pp | 68.23%-45.7pp | 40.38%-17.9pp |
| Employer contribution / active EE | $8,562 | $3,877+120.8% | $4,856+76.3% | $2,978+187.5% |
| Participant deferral / active EE | $15,292 | $8,195+86.6% | $7,758+97.1% | $5,017+204.8% |
| Admin fee / account holder | -$10 | $127-108.1% | $10,762-100.1% | $145-107.1% |