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 13 · EIN 83-3455979 | Contract Administrator | $24,334 |
FUND DIRECT ADVISORS1 year Service code 26 201 STATE ST. · GREENSBORO, NC 27408 | Advisory (Participants) | $10,925 |
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 | $33,099 | $59,097-44.0% | $82,389-59.8% | $74,304-55.5% |
| Participation rate | 70.2% | 52.8%+17.4pp | 69.5%+0.7pp | 60.3%+9.9pp |
| Annual return | 14.66% | 22.85%-8.2pp | 28.67%-14.0pp | 29.43%-14.8pp |
| Employer contribution / active EE | $650 | $1,601-59.4% | $2,517-74.2% | $2,241-71.0% |
| Participant deferral / active EE | $2,122 | $2,775-23.5% | $4,155-48.9% | $3,767-43.7% |
| Admin fee / account holder | $175 | $4,489-96.1% | $7,231-97.6% | $2,969-94.1% |