See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $203,096 |
BENCHMARK WEALTH MANAGEMENT3 years Service code 27 · EIN 64-0963896 | Advisory (Plan) | $51,412 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,264 | $176,491-86.3% | $95,952-74.7% | $90,288-73.1% |
| Participation rate | 98.1% | 86.6%+11.5pp | 77.1%+21.0pp | 73.4%+24.7pp |
| Annual return | 21.80% | 20.14%+1.7pp | 91.61%-69.8pp | 53.97%-32.2pp |
| Employer contribution / active EE | $1,721 | $2,789-38.3% | $2,541-32.3% | $2,524-31.8% |
| Participant deferral / active EE | $3,039 | $5,340-43.1% | $4,167-27.1% | $4,232-28.2% |
| Admin fee / account holder | $143 | $154-7.4% | $6,795-97.9% | $114+25.1% |