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 | $725 |
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 | $130,979 | $76,050+72.2% | $96,544+35.7% | $71,457+83.3% |
| Participation rate | 85.9% | 74.4%+11.5pp | 76.0%+9.9pp | 67.9%+18.0pp |
| Annual return | 17.72% | 22.81%-5.1pp | 25.84%-8.1pp | 28.85%-11.1pp |
| Employer contribution / active EE | $7,397 | $2,244+229.6% | $2,965+149.5% | $2,588+185.9% |
| Participant deferral / active EE | $5,861 | $4,215+39.0% | $4,851+20.8% | $4,289+36.7% |
| Admin fee / account holder | $4 | $2,707-99.9% | $8,252-100.0% | $1,587-99.8% |