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 3-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 27 · EIN 26-0058143 | Advisory (Plan) | $42,829 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,179 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $468,907 | $138,347+238.9% | $184,203+154.6% | $80,856+479.9% |
| Participation rate | 98.2% | 83.9%+14.3pp | 86.8%+11.4pp | 67.6%+30.5pp |
| Annual return | 18.92% | 20.02%-1.1pp | 28.81%-9.9pp | 35.59%-16.7pp |
| Employer contribution / active EE | $19,504 | $4,850+302.1% | $6,427+203.5% | $2,755+608.0% |
| Participant deferral / active EE | $17,103 | $7,071+141.9% | $9,131+87.3% | $4,296+298.1% |
| Admin fee / account holder | $177 | $10,483-98.3% | $13,901-98.7% | $6,918-97.4% |