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 60 · EIN 04-2647786 | Sub-TA Fees | $4,787 |
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 | $45,650 | $91,407-50.1% | $135,903-66.4% | $71,457-36.1% |
| Participation rate | 93.7% | 75.7%+18.0pp | 81.9%+11.8pp | 67.9%+25.8pp |
| Annual return | 26.71% | 29.90%-3.2pp | 68.23%-41.5pp | 28.85%-2.1pp |
| Employer contribution / active EE | $5,182 | $3,703+39.9% | $4,856+6.7% | $2,588+100.3% |
| Participant deferral / active EE | $11,468 | $7,092+61.7% | $7,758+47.8% | $4,289+167.4% |
| Admin fee / account holder | $29 | $1,266-97.7% | $10,762-99.7% | $1,587-98.2% |