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 · EIN 04-2647786 | Sub-TA Fees | $529 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $427,643 | $121,341+252.4% | $189,513+125.7% | $79,386+438.7% |
| Participation rate | 85.7% | 86.1%-0.4pp | 87.8%-2.1pp | 70.7%+15.0pp |
| Annual return | 19.78% | 21.08%-1.3pp | 555.15%-535.4pp | 116.85%-97.1pp |
| Employer contribution / active EE | $15,202 | $3,915+288.3% | $6,162+146.7% | $2,427+526.2% |
| Participant deferral / active EE | $9,486 | $6,395+48.3% | $8,221+15.4% | $4,046+134.5% |
| Admin fee / account holder | $0 | $651-99.9% | $12,045-100.0% | $626-99.9% |