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 | $202,679 |
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 | $36,558 | $78,339-53.3% | $85,682-57.3% | $93,030-60.7% |
| Participation rate | 82.4% | 72.5%+9.9pp | 69.9%+12.6pp | 73.9%+8.5pp |
| Annual return | 16.73% | 21.17%-4.4pp | 21.49%-4.8pp | 158.70%-142.0pp |
| Employer contribution / active EE | $1,971 | $2,560-23.0% | $2,618-24.7% | $2,706-27.2% |
| Participant deferral / active EE | $4,910 | $3,882+26.5% | $3,923+25.2% | $4,562+7.6% |
| Admin fee / account holder | $70 | $104-32.5% | $6,873-99.0% | $152-53.8% |