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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$560 |
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 | $87,401 | $45,343+92.8% | $150,298-41.8% | $67,986+28.6% |
| Participation rate | 98.8% | 51.9%+47.0pp | 77.8%+21.1pp | 57.2%+41.6pp |
| Annual return | 15.61% | 33.28%-17.7pp | 62.79%-47.2pp | 31.67%-16.1pp |
| Employer contribution / active EE | $3,270 | $1,462+123.7% | $4,154-21.3% | $2,019+62.0% |
| Participant deferral / active EE | $4,836 | $2,055+135.3% | $5,453-11.3% | $3,358+44.0% |
| Admin fee / account holder | -$3 | $2,250-100.1% | $14,116-100.0% | $3,203-100.1% |