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 38-2722519 | Advisory (Plan) | $21,342 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$8,937 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,541 | $91,407+217.9% | $135,903+113.8% | $71,457+306.6% |
| Participation rate | 84.1% | 75.7%+8.5pp | 81.9%+2.2pp | 67.9%+16.2pp |
| Annual return | 22.25% | 29.90%-7.6pp | 68.23%-46.0pp | 28.85%-6.6pp |
| Employer contribution / active EE | $3,481 | $3,703-6.0% | $4,856-28.3% | $2,588+34.5% |
| Participant deferral / active EE | $6,388 | $7,092-9.9% | $7,758-17.7% | $4,289+48.9% |
| Admin fee / account holder | $90 | $1,266-92.9% | $10,762-99.2% | $1,587-94.3% |