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 27 · EIN 47-1411118 | Advisory (Plan) | $29,079 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,093 |
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 | $65,302 | $93,182-29.9% | $146,665-55.5% | $79,386-17.7% |
| Participation rate | 87.3% | 76.4%+10.8pp | 80.1%+7.2pp | 70.7%+16.6pp |
| Annual return | 14.02% | 21.61%-7.6pp | 22.74%-8.7pp | 116.85%-102.8pp |
| Employer contribution / active EE | $162 | $2,420-93.3% | $4,136-96.1% | $2,427-93.3% |
| Participant deferral / active EE | $4,088 | $4,169-1.9% | $5,506-25.8% | $4,046+1.0% |
| Admin fee / account holder | $155 | $585-73.5% | $10,280-98.5% | $626-75.2% |