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 15 · EIN 01-0233346 | Recordkeeping | $14,822 |
LEGACY ADVISORS LLC5 years Service code 26 · EIN 06-1659806 | Advisory (Participants) | $9,789 |
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 | $26,477 | $70,428-62.4% | $96,562-72.6% | $85,850-69.2% |
| Participation rate | 85.9% | 61.8%+24.1pp | 69.8%+16.1pp | 69.3%+16.6pp |
| Annual return | 12.94% | 18.59%-5.6pp | 37.78%-24.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $564 | $1,413-60.1% | $2,356-76.1% | $2,565-78.0% |
| Participant deferral / active EE | $2,784 | $2,894-3.8% | $3,849-27.7% | $3,952-29.6% |
| Admin fee / account holder | $279 | $4,997-94.4% | $6,181-95.5% | $6,260-95.6% |