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 5-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 95-3845382 | Advisory (Plan) | $29,043 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $6,980 |
Service code 15 · EIN 41-0955056 | Recordkeeping | $3,600 |
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 | $121,494 | $102,553+18.5% | $151,611-19.9% | $66,914+81.6% |
| Participation rate | 75.5% | 85.5%-10.0pp | 87.5%-12.0pp | 69.8%+5.7pp |
| Annual return | -15.18% | -10.82%-4.4pp | 3.33%-18.5pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,232 | $4,180-46.6% | $6,166-63.8% | $2,544-12.3% |
| Participant deferral / active EE | $6,005 | $6,641-9.6% | $8,363-28.2% | $4,237+41.7% |
| Admin fee / account holder | $262 | $630-58.3% | $11,616-97.7% | $593-55.8% |