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 26 · EIN 71-0294708 | Advisory (Participants) | $42,711 |
N1 ADVISORS2 years Service code 99 · EIN 46-3916607 | Other Fees | $26,725 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,942 | $102,553-51.3% | $151,611-67.1% | $66,914-25.4% |
| Participation rate | 92.4% | 85.5%+6.9pp | 87.5%+4.9pp | 69.8%+22.6pp |
| Annual return | -15.22% | -10.82%-4.4pp | 3.33%-18.5pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,594 | $4,180-61.9% | $6,166-74.1% | $2,544-37.3% |
| Participant deferral / active EE | $5,361 | $6,641-19.3% | $8,363-35.9% | $4,237+26.5% |
| Admin fee / account holder | $146 | $630-76.8% | $11,616-98.7% | $593-75.3% |