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 |
|---|---|---|
MONETA GROUP LLC7+ years Service code 16 · EIN 20-1903821 | Consulting | $60,000 |
CORRELL CO.7+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $47,996 |
SELDEN FOX, LTD.7+ years Service code 10 · EIN 36-2985770 | Accounting | $12,250 |
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 | $71,286 | $185,342-61.5% | $111,297-35.9% | $86,799-17.9% |
| Participation rate | 95.0% | 81.0%+14.0pp | 77.3%+17.7pp | 72.3%+22.7pp |
| Annual return | 16.08% | 500.80%-484.7pp | 54.65%-38.6pp | 97.91%-81.8pp |
| Employer contribution / active EE | $729 | $2,246-67.6% | $2,731-73.3% | $2,405-69.7% |
| Participant deferral / active EE | $5,283 | $4,458+18.5% | $4,487+17.7% | $4,131+27.9% |
| Admin fee / account holder | $200 | $255-21.8% | $7,964-97.5% | $170+17.8% |