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) | $4,730 |
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 | $66,987 | $49,808+34.5% | $95,745-30.0% | $74,419-10.0% |
| Participation rate | 94.4% | 66.6%+27.9pp | 72.3%+22.2pp | 70.7%+23.7pp |
| Annual return | 19.19% | 24.91%-5.7pp | 28.35%-9.2pp | 34.38%-15.2pp |
| Employer contribution / active EE | $1,549 | $1,639-5.5% | $2,835-45.3% | $2,637-41.3% |
| Participant deferral / active EE | $5,023 | $3,739+34.3% | $4,245+18.3% | $4,528+10.9% |
| Admin fee / account holder | $16 | $311-94.9% | $5,678-99.7% | $348-95.4% |