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 26 · EIN 71-0294708 | Advisory (Participants) | $57,796 |
ARISTA ADVISORY GROUP3 years Service code 99 · EIN 82-4140558 | Other Fees | $24,836 |
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 | $35,017 | $91,407-61.7% | $135,903-74.2% | $71,457-51.0% |
| Participation rate | 97.1% | 75.7%+21.5pp | 81.9%+15.2pp | 67.9%+29.2pp |
| Annual return | 21.51% | 29.90%-8.4pp | 68.23%-46.7pp | 28.85%-7.3pp |
| Employer contribution / active EE | $1,722 | $3,703-53.5% | $4,856-64.5% | $2,588-33.4% |
| Participant deferral / active EE | $5,209 | $7,092-26.6% | $7,758-32.9% | $4,289+21.5% |
| Admin fee / account holder | $288 | $1,266-77.3% | $10,762-97.3% | $1,587-81.9% |