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 13 · EIN 42-0127290 | Contract Administrator | $62,967 |
MOORE COLSON5 years Filed as: MOORE DOEREN MAYHEW Service code 49 · EIN 38-3182105 | Other Services | $15,000 |
RBC WEALTH MANAGEMENT3 years Service code 16 · EIN 41-1416330 | Consulting | $9,371 |
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 | $107,370 | $99,078+8.4% | $96,544+11.2% | $74,419+44.3% |
| Participation rate | 92.4% | 80.7%+11.8pp | 76.0%+16.5pp | 70.7%+21.7pp |
| Annual return | 17.42% | 22.48%-5.1pp | 25.84%-8.4pp | 34.38%-17.0pp |
| Employer contribution / active EE | $3,658 | $2,570+42.3% | $2,965+23.4% | $2,637+38.7% |
| Participant deferral / active EE | $3,305 | $4,933-33.0% | $4,851-31.9% | $4,528-27.0% |
| Admin fee / account holder | $197 | $225-12.4% | $8,252-97.6% | $348-43.4% |