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 60 · EIN 04-2647786 | Sub-TA Fees | -$5,074 |
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 | $119,454 | $59,584+100.5% | $86,874+37.5% | $79,386+50.5% |
| Participation rate | 78.9% | 67.7%+11.3pp | 71.6%+7.3pp | 70.7%+8.2pp |
| Annual return | 26.52% | 23.15%+3.4pp | 63.52%-37.0pp | 116.85%-90.3pp |
| Employer contribution / active EE | $1,521 | $1,768-14.0% | $2,495-39.1% | $2,427-37.4% |
| Participant deferral / active EE | $3,881 | $3,036+27.8% | $3,699+4.9% | $4,046-4.1% |
| Admin fee / account holder | -$37 | $604-106.2% | $5,828-100.6% | $626-106.0% |