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 27 · EIN 04-2675571 | Advisory (Plan) | $9,424 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $7,798 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $47,182 | $65,561-28.0% | $91,541-48.5% | $74,304-36.5% |
| Participation rate | 82.9% | 56.6%+26.3pp | 69.8%+13.1pp | 60.3%+22.5pp |
| Annual return | 13.40% | 17.68%-4.3pp | 20.50%-7.1pp | 29.43%-16.0pp |
| Employer contribution / active EE | $545 | $1,717-68.3% | $2,505-78.2% | $2,241-75.7% |
| Participant deferral / active EE | $3,494 | $2,918+19.7% | $4,008-12.8% | $3,767-7.3% |
| Admin fee / account holder | $138 | $3,333-95.9% | $6,956-98.0% | $2,969-95.4% |