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 71-0294708 | Advisory (Plan) | $15,608 |
MORNINGSTAR9+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,808 |
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 | $69,545 | $130,194-46.6% | $169,993-59.1% | $71,457-2.7% |
| Participation rate | 91.5% | 86.1%+5.3pp | 87.0%+4.5pp | 67.9%+23.6pp |
| Annual return | 16.57% | 20.37%-3.8pp | 53.37%-36.8pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,793 | $4,381-59.1% | $6,785-73.6% | $2,588-30.7% |
| Participant deferral / active EE | $4,262 | $6,923-38.4% | $10,408-59.0% | $4,289-0.6% |
| Admin fee / account holder | $30 | $966-96.9% | $12,815-99.8% | $1,587-98.1% |