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 7-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 26 · EIN 32-0781448 | Advisory (Participants) | $9,266 |
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 | $49,506 | $55,371-10.6% | $95,585-48.2% | $74,304-33.4% |
| Participation rate | 96.7% | 53.8%+42.9pp | 72.1%+24.6pp | 60.3%+36.3pp |
| Annual return | 29.56% | 24.26%+5.3pp | 38.56%-9.0pp | 29.43%+0.1pp |
| Employer contribution / active EE | $1,634 | $1,437+13.7% | $2,527-35.3% | $2,241-27.1% |
| Participant deferral / active EE | $13,042 | $2,955+341.3% | $4,023+224.2% | $3,767+246.2% |
| Admin fee / account holder | $67 | $2,620-97.5% | $6,127-98.9% | $2,969-97.8% |