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 3-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 |
|---|---|---|
STABLE TWO FINANCIAL, LLC1+ years Filed as: STABLE TWO Service code 16 · EIN 26-4030951 | Consulting | $12,150 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$26,840 |
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 | $52,696 | $88,324-40.3% | $115,037-54.2% | $55,191-4.5% |
| Participation rate | 77.2% | 72.5%+4.7pp | 81.4%-4.1pp | 69.2%+8.1pp |
| Annual return | 0.63% | 6.30%-5.7pp | 26.14%-25.5pp | 10.78%-10.1pp |
| Employer contribution / active EE | $664 | $2,805-76.3% | $4,608-85.6% | $1,899-65.0% |
| Participant deferral / active EE | $4,744 | $5,042-5.9% | $6,026-21.3% | $3,046+55.7% |
| Admin fee / account holder | -$21 | $105-119.6% | $8,175-100.3% | $91-122.8% |