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 26 · EIN 71-0294708 | Advisory (Participants) | $12,345 |
SLUPIK AND ASSOCIATES, LTD4 years Service code 99 · EIN 36-3299518 | Other Fees | $8,000 |
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 | $72,617 | $91,517-20.7% | $101,248-28.3% | $73,409-1.1% |
| Participation rate | 86.9% | 73.8%+13.1pp | 75.8%+11.1pp | 72.2%+14.7pp |
| Annual return | 16.07% | 17.17%-1.1pp | 46.47%-30.4pp | 59.29%-43.2pp |
| Employer contribution / active EE | $1,675 | $2,877-41.8% | $3,660-54.2% | $2,234-25.0% |
| Participant deferral / active EE | $5,226 | $3,338+56.5% | $4,370+19.6% | $3,805+37.3% |
| Admin fee / account holder | $32 | $216-85.1% | $5,945-99.5% | $158-79.6% |