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 8-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 13 · EIN 56-2263714 | Contract Administrator | $6,752 |
GORDON ASSET MANAGEMENT1 year Service code 26 · EIN 42-1582751 | Advisory (Participants) | $5,207 |
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 | $52,446 | $86,929-39.7% | $102,423-48.8% | $80,856-35.1% |
| Participation rate | 87.5% | 72.4%+15.1pp | 76.5%+11.0pp | 67.6%+19.9pp |
| Annual return | 15.68% | 18.88%-3.2pp | 29.32%-13.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $23 | $2,369-99.0% | $3,023-99.3% | $2,755-99.2% |
| Participant deferral / active EE | $8,371 | $4,118+103.3% | $5,053+65.7% | $4,296+94.9% |
| Admin fee / account holder | $89 | $8,049-98.9% | $9,451-99.1% | $6,918-98.7% |