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 6-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 26 · EIN 71-0294708 | Advisory (Participants) | $7,028 |
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 | $76,399 | $111,491-31.5% | $189,513-59.7% | $86,799-12.0% |
| Participation rate | 99.2% | 87.3%+11.9pp | 87.8%+11.4pp | 72.3%+26.9pp |
| Annual return | 14.94% | 83.50%-68.6pp | 555.15%-540.2pp | 97.91%-83.0pp |
| Employer contribution / active EE | $3,299 | $3,951-16.5% | $6,162-46.5% | $2,405+37.2% |
| Participant deferral / active EE | $6,026 | $6,437-6.4% | $8,221-26.7% | $4,131+45.9% |
| Admin fee / account holder | $17 | $189-90.9% | $12,045-99.9% | $170-89.9% |