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) | $4,846 |
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 | $76,584 | $59,054+29.7% | $97,226-21.2% | $77,643-1.4% |
| Participation rate | 96.3% | 67.9%+28.4pp | 72.7%+23.6pp | 70.6%+25.7pp |
| Annual return | 13.87% | 16.96%-3.1pp | 75.13%-61.3pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1,582 | $1,742-9.2% | $2,729-42.0% | $2,726-42.0% |
| Participant deferral / active EE | $5,146 | $3,930+30.9% | $4,264+20.7% | $4,647+10.7% |
| Admin fee / account holder | $19 | $346-94.4% | $5,654-99.7% | $430-95.5% |