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) | $2,973 |
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 | $56,673 | $42,901+32.1% | $91,220-37.9% | $64,808-12.6% |
| Participation rate | 89.7% | 68.1%+21.5pp | 73.2%+16.5pp | 71.5%+18.2pp |
| Annual return | -9.96% | -13.53%+3.6pp | 114.01%-124.0pp | 32.82%-42.8pp |
| Employer contribution / active EE | $1,337 | $1,571-14.9% | $2,850-53.1% | $2,506-46.6% |
| Participant deferral / active EE | $4,267 | $3,501+21.9% | $4,234+0.8% | $4,310-1.0% |
| Admin fee / account holder | $11 | $131-91.9% | $5,420-99.8% | $188-94.3% |