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 | $750 |
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 | $87,980 | $91,407-3.7% | $135,903-35.3% | $71,457+23.1% |
| Participation rate | 93.3% | 75.7%+17.7pp | 81.9%+11.4pp | 67.9%+25.4pp |
| Annual return | 22.71% | 29.90%-7.2pp | 68.23%-45.5pp | 28.85%-6.1pp |
| Employer contribution / active EE | $11,098 | $3,703+199.7% | $4,856+128.5% | $2,588+328.9% |
| Participant deferral / active EE | $16,141 | $7,092+127.6% | $7,758+108.1% | $4,289+276.4% |
| Admin fee / account holder | $3 | $1,266-99.8% | $10,762-100.0% | $1,587-99.8% |