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 |
|---|---|---|
EAGLE WEALTH MANAGEMENT LLC4 years Service code 27 · EIN 37-6426151 | Advisory (Plan) | $20,245 |
Service code 37 · EIN 04-2647786 | Loan Processing | $625 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $87,544 | $95,803-8.6% | $113,168-22.6% | $84,808+3.2% |
| Participation rate | 78.3% | 72.9%+5.4pp | 76.6%+1.7pp | 68.3%+9.9pp |
| Annual return | 15.80% | 25.00%-9.2pp | 24.27%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $429 | $2,360-81.8% | $2,975-85.6% | $2,631-83.7% |
| Participant deferral / active EE | $4,819 | $4,242+13.6% | $5,107-5.6% | $4,212+14.4% |
| Admin fee / account holder | $207 | $8,989-97.7% | $12,068-98.3% | $7,344-97.2% |