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 26 · EIN 71-0294708 | Advisory (Participants) | $2,379 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $171,366 | $104,475+64.0% | $159,436+7.5% | $79,386+115.9% |
| Participation rate | 55.6% | 76.6%-21.0pp | 82.8%-27.2pp | 70.7%-15.1pp |
| Annual return | 15.61% | 67.95%-52.3pp | 263.57%-248.0pp | 116.85%-101.2pp |
| Employer contribution / active EE | $1,528 | $3,417-55.3% | $4,829-68.4% | $2,427-37.1% |
| Participant deferral / active EE | $6,567 | $6,467+1.5% | $7,352-10.7% | $4,046+62.3% |
| Admin fee / account holder | $19 | $711-97.3% | $10,799-99.8% | $626-97.0% |