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 | $700 |
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 | $159,691 | $84,936+88.0% | $111,297+43.5% | $79,386+101.2% |
| Participation rate | 91.8% | 75.9%+16.0pp | 77.3%+14.5pp | 70.7%+21.1pp |
| Annual return | 13.54% | 17.45%-3.9pp | 54.65%-41.1pp | 116.85%-103.3pp |
| Employer contribution / active EE | $6,592 | $1,979+233.1% | $2,731+141.4% | $2,427+171.6% |
| Participant deferral / active EE | $4,868 | $3,888+25.2% | $4,487+8.5% | $4,046+20.3% |
| Admin fee / account holder | $4 | $537-99.3% | $7,964-100.0% | $626-99.4% |