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) | $30,590 |
GRAY, GRAY & GRAY3 years Filed as: GRAY, GRAY & GRAY LLP Service code 10 · EIN 04-2088368 | Accounting | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,615 |
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 | $57,772 | $80,731-28.4% | $103,374-44.1% | $74,546-22.5% |
| Participation rate | 87.9% | 65.7%+22.2pp | 74.5%+13.4pp | 67.2%+20.7pp |
| Annual return | 27.65% | 27.56%+0.1pp | 24.89%+2.8pp | 1366.03%-1338.4pp |
| Employer contribution / active EE | $1,167 | $3,158-63.0% | $3,869-69.8% | $2,624-55.5% |
| Participant deferral / active EE | $5,130 | $3,860+32.9% | $5,058+1.4% | $4,347+18.0% |
| Admin fee / account holder | $202 | $2,369-91.5% | $8,394-97.6% | $1,944-89.6% |