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 26-0058143 | Advisory (Participants) | $63,644 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $60,454 |
Service code 10 · EIN 72-1202445 | Accounting | $9,900 |
Annual investment return 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 | $63,789 | $86,225-26.0% | $146,665-56.5% | $86,799-26.5% |
| Participation rate | 91.8% | 78.0%+13.8pp | 80.1%+11.7pp | 72.3%+19.5pp |
| Annual return | 11.20% | 31.23%-20.0pp | 22.74%-11.5pp | 97.91%-86.7pp |
| Employer contribution / active EE | $1,494 | $2,392-37.5% | $4,136-63.9% | $2,405-37.9% |
| Participant deferral / active EE | $4,323 | $4,245+1.8% | $5,506-21.5% | $4,131+4.6% |
| Admin fee / account holder | $281 | $195+43.9% | $10,280-97.3% | $170+65.7% |