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 | $5,112 |
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 | $52,367 | $56,423-7.2% | $77,163-32.1% | $71,457-26.7% |
| Participation rate | 80.6% | 64.3%+16.3pp | 69.6%+11.0pp | 67.9%+12.7pp |
| Annual return | 18.54% | 19.05%-0.5pp | 37.87%-19.3pp | 28.85%-10.3pp |
| Employer contribution / active EE | $887 | $1,866-52.5% | $2,535-65.0% | $2,588-65.7% |
| Participant deferral / active EE | $3,305 | $3,142+5.2% | $3,833-13.8% | $4,289-22.9% |
| Admin fee / account holder | $89 | $1,429-93.8% | $5,472-98.4% | $1,587-94.4% |