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 50 · EIN 51-0396365 | Direct Payment | $199,102 |
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 | $63,976 | $56,485+13.3% | $185,823-65.6% | $86,799-26.3% |
| Participation rate | 96.0% | 65.5%+30.5pp | 81.7%+14.3pp | 72.3%+23.7pp |
| Annual return | 13.85% | 118.04%-104.2pp | 122.05%-108.2pp | 97.91%-84.1pp |
| Employer contribution / active EE | $2,151 | $1,843+16.7% | $5,167-58.4% | $2,405-10.6% |
| Participant deferral / active EE | $3,753 | $2,553+47.0% | $5,568-32.6% | $4,131-9.2% |
| Admin fee / account holder | $183 | $150+22.3% | $16,237-98.9% | $170+7.9% |