Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
401K PLAN SERVICES INC.2 years Service code 99 · EIN 65-0603629 9900 W. SAMPLE RD. · CORAL SPRINGS, FL 33065 | Other Fees | $1,800 |
Service code 27 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,281 | $58,778-12.8% | $129,295-60.3% | $77,671-34.0% |
| Participation rate | 76.2% | 59.2%+16.9pp | 69.6%+6.5pp | 70.6%+5.6pp |
| Annual return | 14.87% | 24.73%-9.9pp | 9429.28%-9414.4pp | 31.21%-16.3pp |
| Employer contribution / active EE | $1,729 | $1,952-11.4% | $4,157-58.4% | $2,726-36.6% |
| Participant deferral / active EE | $4,487 | $3,212+39.7% | $4,169+7.6% | $4,648-3.5% |
| Admin fee / account holder | $33 | $589-94.5% | $7,665-99.6% | $430-92.4% |