See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES6+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $164,368 |
Filed as: FIDELITY INVEST. INST. OP. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $48,081 |
GEORGE JOHNSON & COMPANY6+ years Service code 10 · EIN 38-2029668 | Accounting | $41,940 |
CURCIO WEBB1 year Filed as: CURICO WEBB Service code 19 · EIN 36-4171366 | Securities Custodian | $17,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,947 | $79,519+226.9% | $95,952+170.9% | $73,409+254.1% |
| Participation rate | 99.5% | 81.2%+18.3pp | 77.1%+22.4pp | 72.2%+27.3pp |
| Annual return | 20.12% | 19.20%+0.9pp | 91.61%-71.5pp | 59.29%-39.2pp |
| Employer contribution / active EE | $6,006 | $2,048+193.3% | $2,541+136.4% | $2,234+168.9% |
| Participant deferral / active EE | $15,052 | $4,138+263.7% | $4,167+261.2% | $3,805+295.6% |
| Admin fee / account holder | $125 | $184-32.3% | $6,795-98.2% | $158-20.9% |