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 | -$560 |
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 | $87,401 | $49,915+75.1% | $154,803-43.5% | $74,304+17.6% |
| Participation rate | 98.8% | 54.0%+44.9pp | 78.1%+20.8pp | 60.3%+38.5pp |
| Annual return | 15.61% | 34.06%-18.4pp | 58.88%-43.3pp | 29.43%-13.8pp |
| Employer contribution / active EE | $3,270 | $1,611+102.9% | $4,305-24.1% | $2,241+45.9% |
| Participant deferral / active EE | $4,836 | $2,255+114.5% | $5,540-12.7% | $3,767+28.4% |
| Admin fee / account holder | -$3 | $2,189-100.1% | $14,329-100.0% | $2,969-100.1% |