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 | $550 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $198,312 | $122,239+62.2% | $184,203+7.7% | $74,495+166.2% |
| Participation rate | 74.2% | 85.5%-11.3pp | 86.8%-12.6pp | 67.2%+7.0pp |
| Annual return | 25.74% | 19.95%+5.8pp | 28.81%-3.1pp | 1364.94%-1339.2pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $14,954 | $7,139+109.5% | $9,131+63.8% | $4,346+244.1% |
| Admin fee / account holder | $4 | $1,260-99.7% | $13,901-100.0% | $1,942-99.8% |